For Immediate Release.
Tampa Bay, Florida. Wednesday, December 12, 2019.
During the ceremony at NFL’s Tampa Bay Buccaneers Football Stadium, Don Chamberlin, the CEO and Founder of The Chamberlin Group of St. Louis, Missouri, accepted the award for most assets gathered from C2P Enterprises for the year 2019. The award is given annually to the firm who gathered the most assets out of 296 total offices nationwide.
Holistic Planning is a fee-based planning process using The Bucket Plan™ planning method which combines the disciplines of tax, estate, income, insurance, and financial plans for a comprehensive and customized plan for each individual American family.
C2P Enterprises helps financial fiduciary advisors provide their clients confidence in the distribution phase of retirement by providing marketing, administrative, investment advisory, asset management, insurance, and financial planning services to Holistic Advisors throughout the United States.
The Chamberlin Group serves families throughout the Greater St. Louis Metropolitan Region who wish to organize and plan the distribution phase of retirement by combining tax, legal, income, insurance, and financial planning using the proprietary Holistic Planning Process™
Don Chamberlin, CFF, CFEd, CFEI, and the other Holistic Planners at The Chamberlin Group conduct nearly 100 educational classes annually, assisting local families in learning about issues related to retiring. Classes, which are held at local colleges, libraries, and community centers, cover key topics such as Social Security, Taxes in Retirement, Long Term Care and others; are sponsored by national non-profit educational organizations The American Financial Education Alliance (AFEA) and The Society for Financial Awareness (SOFA).
Awards listings, rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if The Chamberlin Group is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of The Chamberlin Group by any clients. Awards listings, rankings and/or recognition published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.