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.
What Is a Roth 401(k)?
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Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Tax Reform: Before and After
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Use this calculator to estimate your capital gains tax.
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This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
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How federal estate taxes work, plus estate management documents and tactics.
How does your ideal retirement differ from reality, and what can we do to better align the two?
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A bucket plan can help you be better prepared for a comfortable retirement.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
When do you need a will? The answer is easy: Right Now.
Making the most of surprises is a great reason to work with us.