-
our approach
retirement planners focused on you
- We'll help you feel confident and secure about your future with a holistic retirement plan that takes your entire financial picture into account.
why we're different
Help Secure Your Future with
a Holistic Approach
Retirement is one of the most important transitions of your life—but it can also be one of the most overwhelming.
- Feel concerned about how to handle your retirement?
- Worry about running out of money?
- Know if you are paying high taxes?
- Aim to achieve long-term wealth?
- Want to learn the importance of holistic planning?
- Look for guidance from a trusted fiduciary retirement planner?
Our approach is designed to address your specific problems and to customize a plan for you and your family.
The chamberlin holistic Plan
1.
Evaluate Your Financial Picture
Together we dive into your current and future financial needs to create a clear roadmap for your unique financial journey. This includes a No-Fee Mini Plan with three custom reports.
2.
identify your goals and priorities
We start by assessing your current financial situation, tolerance for risk, and explore the value of The Bucket Plan™ tailored to your needs. Next, we determine your required income and assess your Social Security options.
3.
Recommend Your Custom Strategy
Using your data and objectives, we craft a Personalized Plan that helps optimize cash flow, and incorporates potential strategies to customize a tailored plan that works for you.
4.
Service and Support Your Plan
Finally, we Bring Your Plan to Life to ensure it continues to work for you. This includes implementing your strategy, managing taxes, monitoring investments, and providing ongoing support for estate planning, Medicare, and more.
22
years preparing taxes
5,000
families served nationally & counting
500+
of educational classes conducted
learn more
how we can help you Avoid Retirement Concerns
Interactive tools
Take an online assessment
Our online quizzes and calculators can help you set a baseline to start building your retirement roadmap.
• How close are you to retiring?
• What tax liabilities should be on your radar?
• What's your risk tolerance?
A Holistic Plan can help you take all of these answers into account for your financial future.
