Our primary focus is the financial well-being of our clients.
By working with us you can rest easy knowing that we put your best interests first and that our advice is tailored to fit your specific financial strategy. We are committed to helping you protect and grow your wealth.
What to Expect:
In an initial meeting with us, we identify a prospective client’s values and objectives - both short and long term. Second, we identify all assets, debts, risk management tools and cash reserves.
We then set a second meeting to review the Financial Plan that was developed and answer any additional questions. Specific advice is offered on how to best structure your assets to achieve the highest probability of reaching your goals.
At The Chamberlin Group, we understand that a values-based management style isn’t right for everyone. Clients who benefit the most from the management style generally have a clear sense of purpose and are looking beyond the success that money can bring. Generally, values-based management seems best suited to those clients who recognize their continuing responsibilities to themselves, family and community.