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
Discover values and goals
Calculate cash flow, net worth, and income
Develop a written plan
Construct asset allocation, including security selection
Review and Monitor
Ongoing strategic reviews
Our portfolios coordinate with retirement, estate planning, and income distribution objectives.
The new bull market turns one!
The new bull market just turned one year old.
In this video, I look at the last seven bull markets since World War 2 and what they may tell us about the market in the year ahead.