Meet the Rosenblatts: A Chamberlin Client Story

This is an unpaid, solicited client testimonial. These clients have had a financial relationship with Josh Reesman for over three years, and are providing personal opinions. This may present a conflict of interest as these particular clients’ experiences may or may not be the same as another client’s experience. This conflict is mitigated by our financial advisor’s fiduciary duty to tailor each client’s investment objectives to each individual client’s own financial situation. No compensation was paid to the client for this testimonial. A client testimonial does not guarantee future investment success and should not be indicative that any client or prospective client will experience the same or a higher level of investment performance. Foundations Investment Advisors, LLC is an SEC registered investment adviser. Past performance is not indicative of future results.

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.