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  • securing your retirement starts here

  • Navigate the complexities of retirement, optimize tax strategies and build long-term financial confidence with the help of our team.

 

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retirement planning

helping Americans like you embrace holistic planning

Being a Fiduciary means that your best interests are always at the core of everything we do. We take this responsibility seriously and prioritize your financial well-being above all else.

We believe in Holistic Planning. It means that we take a comprehensive approach to your financial future; we look at the bigger picture. We consider your goals, your assets, your liabilities, your family, and your dreams. Our Holistic Planning Process helps ensure that every piece of your financial puzzle fits together seamlessly to create a future built on confidence.

retirement education

Knowledge Is the Key
to Confidence

With the proper resources, you can make informed financial decisions and create the future you deserve. Our learning Center offers tools, classes, and resources to help you prepare for retirement with clarity and confidence.

  • Access to retirement workshops & webinars
    Step-by-step guidance for enhanced financial clarity
    Resources to help you navigate changes in life & the economy

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Retirement Education
Holistic Retirement Planning

holistic retirement planning

Take Charge of
Your Retirement Journey

Prepare for retirement with a complete roadmap tailored to your unique financial situation. From Social Security optimization to income planning, our Holistic Retirement Planning Process covers every angle to help you enjoy retirement without financial stress. Schedule a call today to get your No-Fee Mini Plan!

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tax planning

Save More of What
You’ve Earned

Streamlining your taxes is simple when you work with our experienced tax planning team. We help you minimize your tax burden, avoid costly mistakes, and keep more of your hard-earned money.

  • Strategies to reduce taxes on your retirement income
    Annual tax preparation & filing assistance
    Expertise in navigating evolving tax laws

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Tax Planning
Tax Preparation

tax preparation

Starting at $219

Let us Help take care of your taxes

Understanding tax strategies and managing your tax bill is a part of any sound financial approach. We'll help you complete Federal, State, and Electronic tax filing.

Downloads:

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our process

Helping You Achieve a Stress-Free Retirement

step 1

    • Schedule a Call

  • Get in touch to speak with a Retirement Educator.
  • Schedule a Call

step 2

    • Receive No-Fee Mini Plan

  • We’ll guide you in tailoring a financial plan for just you. Taking a holistic approach helps address every aspect of your retirement.
  • Learn More

step 3

    • Feel Prepared for Retirement

  • Take a breath and know you're in good hands. We’ll work hard to support you so that your financial success is our success.
  • Meet our Team
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Reviews on Google

Read our reviews listed on Google below.

Write a Review
"We were so pleased to have found the Chamberlin Group and attended one of their online Bucket Plan seminars. Our positive experience started soon after meeting Thomas Wells. Thomas presented us with the “Bucket Plan” concept, which was easy to understand and apply to our financial plan. Through the process Thomas made us very comfortable by presenting us with several solutions that fit our financial goals. Also, the online financial tools that were made available to us continue to be very helpful with tracking our current and future expenses and investments.

We strongly recommend talking with the Chamberlin Group and developing a solid plan for your future."

Cheryl O.

"I am a recently laid off/retired business professional, with a solid portfolio and good understanding of the market, but without a pro-forma SS analysis tool, understanding of Medicare and its options, and especially creating a portfolio to provide the proper mix of growth, income, [and] reduced risk [...]. I have had 2 90-minute sessions with Josh and Cherish, to reframe my existing portfolio to achieve the goals above, place an emphasis on annual and longer term tax avoidance and SS optimization with my existing financial status.

In these meetings we developed a plan and multi-layer approach to my financial success [...]. I thought the meeting was extremely informative, thorough and interactive! I would highly recommend The Chamberlin Group to have a professional discussion about your financial future."

Dan T.

"Chamberlin advisors have been great help for me almost 20 years! They patiently explain matters to my wife and I. One amazing aspect is how their staff prepares tax returns each year. They already have most of the info needed for tax calculations. Then this info allows them to show me how to limit taxes in future. Annuities are a key part that allowed me to retire comfortably."

James N.

"This is an organization of consummate professionals! To say that they care about their clients would be an understatement. I am so grateful that we attended one of their Social Security Seminars. We were so impressed that we decided to have them manage our investments and retirement funds and it was one of the wisest moves that we have ever made. D.C. Chamberlin is like a family member and continues to impress us with his knowledge and skills. I highly recommend this superb group of professionals!"

James B.

"The Chamberlin Group and Tom Ponce are outstanding to work with. I have never felt this secure with any other Investment Group. Tom explains everything so thoroughly so that I have a complete understanding of my portfolio. Everyone within the organization is wonderful to work with!"

Lyn M.

"Don Chamberlin, Scott Nolen and the Chamberlin Group team have worked with us to provide excellent financial advice while offering a diverse portfolio of investment planning resources. Having worked with other financial services with varying degrees of satisfaction in the past we feel TGC engages on a more personal level. TGC helped us explicitly define our objectives, ensured we understood the impact of options, and the outcome has helped us to achieve and maintain our retirement goals. We encourage anyone who is looking for a sound financial "partner" in pursuit of their retirement goals to speak with the Chamberlin Group."

Ron M.

headquarters

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

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