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Hear From the Families We Serve

These families came to us with questions and concerns about their future.

Watch as they each share how a Holistic Plan helped bring them confidence, clarity, and peace of mind.

The Schnurrs

 

The boyers

 

The Murphys

 

Matt & Julie

 

The Eigels

 

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The Chamberlin Group is a retirement planning firm helping individuals and families coordinate retirement income, Social Security, taxes, investments, healthcare, and legacy planning through a holistic planning approach.

Headquarters

12444 Powerscourt Drive, Suite 100
St. Louis, Mo. 63131

 

Consulting Nationally Via Zoom

Toll-Free: (833) 823-3330
Phone: (314) 909-1100

 

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Privacy Policy | Awards & Recognition | Disclosures 

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Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

 

Better Business Bureau (“BBB”) ratings represent the BBB’s opinion of how a business is likely to interact with its customers. The BBB rating is based on information BBB is able to obtain about the business, including complaints received from the public. BBB seeks and uses information directly from businesses and from public data sources. BBB ratings are not a guarantee of a business’s reliability or performance, and the BBB’s inclusion of certain information in establishing a rating may include information that is inaccurate and/or BBB may omit information that is potentially relevant. BBB recommends that consumers consider a business’s BBB rating in addition to all other available information about the business. The Chamberlin Group has been a member of the BBB since 2003 and pays an annual fee to maintain its accreditation. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial of The Chamberlin Group by any of its clients or that a client or prospective client will experience the same or a higher level of investment performance.

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