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Navigating Your Financial

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Welcome to the Chambers Financial Group

Affiliated with LPL Financial


I'm Curtis W. Chambers, 

a financial advisor, and planner.


I've been helping individuals, families, and businesses work toward real financial freedom for over two decades.


My passion is investment management, retirement income, and values-based life planning.


We address the monetary tides.


The world is a rapidly changing and turbulent place. As a financial advisor, I address the monetary tides for my clients. We work towards seeing these trends move in the right direction.


We begin with the discovery of values and goals. Next, we develop a comprehensive, written plan.


We use our Bridge Process™ to implement the portfolio and apply reviews and benchmarks to monitor progress.


We focus on portfolio allocation, tax, estate planning, and risk management.


I'm an independent advisor and CERTIFIED FINANCIAL PLANNER™ practitioner. 


I'm a Registered Representative with LPL Financial.


I have a Master of Business Administration from Washington University in St. Louis and B.A. Cum Laude in English from the University of Arkansas.


I serve households in Pinellas County and across the United States.

We Help Balance Cash Flow for a Balanced Life

Financial Planning Icon    Financial Planning

  • Discover values and goals

  • Calculate cash flow, net worth, and income

  • Develop a written plan

Portfolio Management Icon   Portfolio Management

  • Construct asset allocation, including security selection

  • Systematically Rebalance 

Review and Monitor Icon    Review and Monitor

  • Ongoing strategic reviews

  • Benchmarking

  • Tactical adjustments

 


Our portfolios coordinate with retirement, estate planning, and income distribution objectives.


Consumer Confidence and the Stock Market

The Consumer Confidence Index hit an all-time low in late 2022. That's a concern because many economists consider this index to be a leading indicator for the economy. In this video, we look at a recent paper from JP Morgan Asset Management, which points out a fascinating relationship between this index and the stock market one year later.

 




Request an Appointment

 

With a complimentary consultation, in 15 minutes, we can get to know you. 


Your situation, values and needs.


Then we may develop a plan that works towards creating real wealth.