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why us
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putting you and your future first
- Your retirement deserves a fiduciary team that prioritizes your goals, fosters trust, and delivers strategies tailored to your future.
our commitments
Helping Empower you to retire on your terms
At Chamberlin, our commitment is to you—your goals, your dreams, and your peace of mind. We understand that retirement is one of the most significant transitions in your life, and we’re here to guide you every step of the way. We’re not just focused on numbers; we’re focused on people.
Our goal is to help you:
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Feel more secure about your financial future.
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Navigate the complexities of retirement planning with enhanced clarity.
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Make informed decisions with more confidence.
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a personal Touch for every client
We know that every family is unique, and so is every retirement plan. That’s why we work closely with you to create a personalized strategy that reflects your values, priorities, and lifestyle. Whether it’s simplifying complex tax strategies, planning your income, or ensuring your investments align with your goals, we’re here to provide support you can trust.
Because You Deserve the Best
At the heart of our approach is a fiduciary promise to always put your needs first. We believe in building personal relationships that go beyond numbers, fostering trust through honest communication and transparency. Your success is our success, and we’re dedicated to helping you achieve a retirement of which you can feel proud.
Let’s Make Retirement Everything You’ve Worked For.
company values
Peace is the Primary Driver
Putting People First
We stand for creating tailored strategies that meet the unique needs of every client.
What this solves:
Born out of an intolerance for profits before people, we reject cookie-cutter financial solutions. Instead, we ensure our client's retirement reflects their goals and values.
Standing for American Families
We believe in the American Dream and work with families who know that a confident retirement requires a personal touch.
What this solves:
We help clients create lasting legacies by understanding their goals and working with them to make retirement simpler, more predictable, and attainable.
Transparency and Trust
Honesty is the cornerstone of our client relationships. We value open communication and provide complete transparency about fees, compensation, and investment strategies.
What this solves:
Feel informed and confident in your decisions.
Collaboration and Enlightenment
We believe that informed decisions come from understanding your options.
What this solves:
Our consultative approach helps ensure clients feel empowered and confident every step of the way, with strategies tailored to their unique financial picture.
Simplifying the Complex
Retirement planning shouldn’t be overwhelming. When required, we tackle and simplify intricate tax planning and sophisticated investment methods for you.
What this solves:
Making tax planning and investment methods understandable, actionable, and viable for our clients.
Driven by Integrity and Focus
Integrity, confidence, and focus guide every interaction with our clients.
What this solves:
With you, we are steadfast in our dedication to delivering value through proven models like our Bucket Planning Process, Social Security Consulting Program, and Holistic Planning Process.
FINDING THE RIGHT PLAN FOR YOU
Simplified & Transparent Pricing
Learn more about our transparent pricing terms and how we can help you build a Holistic Mini Plan tailored to your needs and goals.
giving back
At The Chamberlin Group, we believe
strongly in giving back
Our commitment
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In 2005, we started our Chamberlin Gives Back ProgramTM begins. Over the years, Chamberlin has helped Habitat for Humanity, United Way, MS Society, Honor Flight, Toys 4 Tots and many national and
local charities.
Don has volunteered with Honor Flight with a total of 8 flights since 2012. Here he is shown with Susie Chamberlin’s father Ben Shipman and Senator Bob Dole .
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Partnering with charities
Chamberlin has been involved with many local charities, including an all- day experience partnering with Habitat for Humanity St. Louis in September 2022. The Chamberlin Group team volunteered 120+ hours as the landscaping crew of two newly built homes in St. Louis.
Helping Families in Need
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Chamberlin has been a huge supporter of the St. Louis Post Dispatch Holiday Season’s 100 Neediest Cases, Run by United Way, this program helps families in need during the holiday season. Our team donated: wrapped gifts and gift cards, as well as monetary donations totaling more than $1,300 for rent, utilities, and groceries. This was a perfect fit because “Family First” is one of our core values.
Supporting the Local Community
Over the years, we have contributed to many charities to help support our local community. We’re excited to work with The Backstoppers, Inc. as part of our charitable giving.
Ready to Partner With a Team That Puts Your Goals at the forefront?
Our team is here to help provide clarity, transparency, and a strategy that assists your future success.
