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Financial Planning & Wealth Management

 

We provide education and personalized service in the areas of financial planning, investment management and estate planning.

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Welcome to the Chambers Financial Group. We provide financial planning and investment management. We are an independent wealth management firm in Largo, Florida. Curtis W. Chambers, LPL Financial Advisor, is a CERTIFIED FINANCIAL PLANNER™ professional.

Our mission is to inspire our clients to achieve true wealth through education, communication, and service which exceeds expectations. Whether your goal is retirement savings, college planning, or estate strategy, our service team provides personalized advice to help you identify and work toward your goals and objectives.

Contact us for a complimentary consultation.

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Helpful Content

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

 

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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