Welcome, I'm Curtis W. Chambers.
I am a CERTIFIED FINANCIAL PLANNER™ professional and LPL Financial Advisor. I help people invest and manage portfolios, and I do financial planning. I have been a licensed financial advisor for eighteen years in Clearwater and Largo, Florida.
I understand individuals face unique challenges as they prepare for and manage retirement. Whether your goal is retirement savings, college planning, or estate strategy, my service team focuses on your needs, goals and objectives.
Contact us for a free consultation.Contact Us
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Second marriages are a trigger event to revisit any existing estate strategies.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The year’s end is the perfect time to do these 12 things.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Lifestyle considerations in creating your retirement portfolio.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here is a quick history of the Federal Reserve and an overview of what it does.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you died, what would happen to your email archives, social profiles and online accounts?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Taking your Social Security benefits at the right time may help maximize your benefit.