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9070 Irvine Center Drive #100
Irvine, CA 92618

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Rod Chamberlin, MSFS

949.888.9440

 
When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot Can Election Results Predict the Market? It May Be Time for a Financial Checkup

Welcome to the Chamberlin & Associates website where you’ll find a wealth of information in the form of newsletter articles, calculators and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation.  Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are and to give you fast and easy access to market performance data.  We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser.  We frequently update our information and we wouldn’t want you to miss any developments in the area of personal finance. You can also visit our Facebook page at https://www.facebook.com/pages/CHAMBERLIN-ASSOCIATES/267952759922998, as well as our LinkedIn page at http://www.linkedin.com/company/chamberlin-&-associates-llc.


HELPING YOU BUILD AND PRESERVE WEALTH

Welcome to the Chamberlin & Associates website where you’ll find a wealth of information in the form of newsletter articles, calculators and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning and wealth preservation.  Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are and to give you fast and easy access to market performance data.  We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser.  We frequently update our information and we wouldn’t want you to miss any developments in the area of personal finance. You can also visit our Facebook page at https://www.facebook.com/pages/CHAMBERLIN-ASSOCIATES/267952759922998, as well as our LinkedIn page at http://www.linkedin.com/company/chamberlin-&-associates-llc.


HELPING YOU BUILD AND PRESERVE WEALTH

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Helpful Content

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

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