An Annuities Q+A: Are These Investments Right For Your Retirement?
“Should I use annuities?” “I've heard so many bad things about ...
“I view Chamberlin as like being on an airplane. When there's rough turbulence… I look at the flight attendants. When they get nervous, I get nervous.
“So far, they haven't gotten nervous.”
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.”
Ready to take that first step and explore holistic financial planning for your future? Click the button below to schedule your no-fee 20-minute Strategy Session with a Certified Financial Fiduciary!
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