An Annuities Q+A: Are These Investments Right For Your Retirement?
“Should I use annuities?” “I've heard so many bad things about ...
George and Mary Eigel are about a decade into retirement, and have been Chamberlin clients for about that entire time. Working with Certified Financial Planner™ Brendan Kelly, they’ve developed a plan that keeps them on the move — whether it’s making plans to catch up with friends at a nearby winery, spending time with their children and grandchildren, or visiting new places around the United States and the world. (watch their story below or on YouTube @RetireChamberlin)
This testimonial was given by a current client of Chamberlin Group.
The client was not compensated and there are no material conflicts of interest. This testimonial may not be representative of the experience of other clients, and there is no guarantee of future performance or success.
May 2025
Every retiree and pre-retiree has a different foundation to build on, and different hopes, dreams and goals. At Chamberlin, we know that retirement planning isn’t one-size-fits-all. Your retirement plan needs to be tailored to your particular situation, and that takes a personal touch. When you start your planning journey with us, we’ll work together to make sure we’re the right fit for each other, that you’re working with a planner who makes you feel comfortable and confident, and that the plan you develop together is one you understand and feel secure with moving forward.
“A friend described retirement as being able to do what you want, when you want,” Mary says. “When you feel confident about your finances, there is no lack of things to do.”
“Should I use annuities?” “I've heard so many bad things about ...
Saving for retirement can feel overwhelming, but the good news ...
One of the things that makes Chamberlin unique is that we ...
Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction of any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment, or planning strategy is suitable for any specific person. Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083
Consulting Nationally Via Zoom
12444 Powerscourt Drive Suite 100
Saint Louis, MO 63131
Toll-free: (833) 823 - 3330
Phone: (314) 909 - 1100
Fax: (314) 909 - 1269