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.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Understanding the economy's cycles can help put current business conditions in better perspective.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
When to start? Should I continue to work? How can I maximize my benefit?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
When markets shift, experienced investors stick to their strategy.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Around the country, attitudes about retirement are shifting.
With alternative investments, it’s critical to sort through the complexity.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?