Our Services
At Chambers Financial Group, we provide assistance in the following financial planning areas:
Investments
- Mutual Funds
- Common Stock
- Bonds
- Fee Based Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Educational 529 Plans
- Treasury Bills
- Government Securities
- Treasury Notes
- Real Estate Investment Trusts
- Alternative Investments
- Fixed Annuities
- Variable Annuities
Financial Planning
- Retirement Consultation
- Income Projection Analysis
- Social Security Benefit Analysis
- Customized Asset Management Programs
- Variable Annuity Comparisons
- Fixed Income Strategies
- Tax Reduction Plans
- Employee Benefit Planning
- 401k Rollover Management
- College Education Funding Plans
- Estate Strategies
- Tax Free Asset Conversion Plans
- Asset Diversification and Risk Reduction Plans
Insurance
- Life Insurance
- Business Buy/Sell Funding
- Deferred Compensation
Tax Planning
- Individual Tax Evaluation
- Tax Liability Minimization Plans