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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Try these activities to keep your brain sharp.
For homeowners who think their property taxes are too high, there are ways to appeal.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Retirees traveling abroad need to know that their health insurance travels with them.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What are your options for investing in emerging markets?
When do you need a will? The answer is easy: Right Now.
Here are five facts about Social Security that might surprise you.
Women must be ready to spend, on average, more years in retirement than men.
Even low inflation rates can pose a threat to investment returns.