Tax & Wealth Advisors

General Info

At The Chamberlin Group, we treat everyone like a member of our own family. That’s why we make sure each person who walks through our front door receives the careful attention required to identify, assess and address their unique financial and wealth management needs.With a diverse knowledge base in specialties including tax preparation, retirement planning and asset management, our team is fully equipped to take a truly comprehensive approach to all your financial needs. Our staff’s financial planning and risk management specialties also include income planning, retirement planning, estate planning, tax planning, Medicare planning and insurance planning.If you’re looking for expert assistance in planning a financially sound future for yourself and your family—whether you’recurrently retired, planning to retire soon or your retirement is many years away—we welcome you to schedule a complimentary consultation with our team today. Please call 314-909-1100, contact us online or visit us at our St. Louis office in the West County area.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	8:00 am - 5:00 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 314-909-1100

Address:

1630 Des Peres Rd Ste 150 Saint Louis, MO 63131

Email:

Contact Us

Link:

http://www.chamberlin-group.com

Category

Financial Planners

Services / Products

Your complete financial health is our concern. We'll help with everything from reducing taxes and increasing investment to enjoying retirement and providing a lasting legacy for your family. Our team of tax pros, wealth advisors and financial planners is among the most respected in the St. Louis area—and our focus is helping you reduce risk and increase performance. Following our proven Prosperity Planner process, our team will assess your finances and investment goals to build a customized financial plan for you, your family and your future.If you’d like to meet with our team and learn how The Chamberlin Group can help you, please contact us todayto schedule a free consultation. Save Money with in-House Tax PreparationFor those over 50 years of age, our professional tax accountants will prepare your taxes for $79 and identify every opportunity for you to save money. We’ll also guide you to practices that can save you even more on your taxes in years to come.Reduce Your Taxes with Tax PlanningYou’ll have our expertise on your side to help you take advantage of additional tax deductions, credits, exemptions and adjustments available to you. Our tax advisors will find ways for you to minimize your taxable income while also building long-term solutions that may lead to even greater tax savings down the road.Leave a Legacy for Your Family with Estate PlanningEnsure that your wealth is passed on to your loved ones—and not Uncle Sam—with smart estate planning. Our elder law attorney will meet with you for a complimentary consultation to provide professional guidance on wills, trusts and other estate planning matters, so your heirs will be left with the legacy you intended.Enjoy Your Golden Years with Retirement PlanningUnderstanding your options and preparing now will enable you to enjoy greater financial clarity in your retirement years. Our advisors will perform a detailed personal assessment to determine when retirement makes the most sense for you. We’ll also survey your expenses and future income to recommend a plan that will provide you with an income stream to last your life.Reduce Your Cost of Living in RetirementOur advisors will review your finances and identify opportunities to reduce your retirement expenses. Improvements may include cost reduction in several areas such as life insurance, long-term care and Medicare.Integrate Your Wealth Management with Comprehensive Financial PlanningApproaching your wealth and investments holistically, our comprehensive financial planning covers all of the services above: tax preparation, tax planning, estate planning, retirement planning and asset management. By integrating your wealth management plan, we’ll help you find even greater ways to manage risk, plan for the future and instill confidence.

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