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
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
For many, retirement includes contributing their time and talents to an organization in need.
Tax preparation may be the perfect time to give the household budget a check-up.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Here are five facts about Social Security that might surprise you.
Smart investors take the time to separate emotion from fact.
Learn how to harness the power of compound interest for your investments.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.