By Curtis W. Chambers, CFP®
You’ve made it through tax season and are likely glad to finally have this hurdle behind you. But have you considered taking the time to review your taxes? While the idea of pulling your documents back out may not fill you with excitement, it’s possible you may be missing out on opportunities to save money over the year ahead. Today let’s talk about what we can offer during a tax review meeting so that you can take control and make the most of your money.
Curtis Chambers is a financial advisor and founder of Chambers Financial Group, a financial services firm based in Largo, FL, that provides independent financial planning and investment advisory services through LPL Financial. For over two decades, Curtis has practiced values-based planning and investment management for families, retirees, and small businesses, centered on personalized advice and guidance based on customized goals. Curtis thrives off removing the money management burden from his clients’ shoulders and helping them make their money work for them—for a lifetime.
Curtis’s career as a financial advisor began in 1997 with Edward Jones, for which he managed the Clearwater office for 12 years. Curtis served in the Florida Army National Guard and has been quoted in The Wall Street Journal, NBC News, and Men’s Health magazine, among others. He serves on the Board of the Community Service Foundation in Clearwater, is the past President of St. Patrick School PTO, and is on the school’s Advisory Council. Curtis holds a Bachelor of Arts in English from the University of Arkansas, an MBA from the Olin Business School at Washington University in St. Louis, and holds the CERTIFIED FINANCIAL PLANNER™ designation. Curtis lives with his wife and sons in Largo and enjoys exercise, reading, and spending time with family. To learn more about Curtis, connect with him on LinkedIn.