Michael Chamberlain (AIF®, CFP®)
Michael Chamberlain focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- High Net Worth Client Needs
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Our goal is your financial peace of mind. We work with individuals and families of all ages, from all walks of life and we have no minimum account requirements. The best solutions are based on sound principles, are easy to understand and save you money! Visit our website to learn more and then call for a free "Get Acquainted meeting".
Additional Information
For over 25 years, we have been working with clients to balance current needs with future dreams while protecting and helping their assets to grow. Let our education, experience, fee-only and easy to understand approach work for you. Visit our website to learn more and then call for a free "Get Acquainted meeting".
NAPFA Start Date
March 07, 2007