The Chamberlin Group, Inc. is a Montana based independent financial advisory firm serving clients in Montana and the Western United States. We provide comprehensive values-based financial and wealth planning for our clients.
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
- College planning
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Learn a little about worldwide currency in this fun infographic
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
However exciting retiring abroad may sound, it deserves considerable planning.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
How long does a $20 bill last?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Understanding the cycle of investing may help you avoid easy pitfalls.
A bucket plan can help you be better prepared for a comfortable retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Taking your Social Security benefits at the right time may help maximize your benefit.
When should you take your Social Security benefit?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.