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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Don't let procrastination keep you from pursuing your financial dreams and goals.
Understanding the value of a home warranty.
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you have causes that you want to support with donations? Here are three tips.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know these three personal finance sayings?