About Us

Chamberlin Group was founded in early 2002 at the beginning of the final year of a three-year market downturn from the necessity to provide more comprehensive planning and protection from economic disasters.

Seeking new ways to prepare for rising taxes and declining markets, a new type of consulting firm was created focused on bringing the elite services of the ultra-wealthy to the everyday American family.

Holistic Planning was born, putting the desires and dreams of main-stream Americans first. We believe in doing thorough research into your individual objectives and goals – customizing a Holistic Plan for your family which encompasses, Tax, Estate, Insurance, Finance, Longevity and Income Planning.

Billionaires do it this way…

Why not you?