Build Retirement Income Designed To Last (So You're Not Forced To Sell Investments When The Market Drops)
Get Your Retirement Income Score2 minutes. No obligation.Find Your Monthly Income Gap
a month has to come from your savings. That's about 5.2% of them, every year.
Illustrative math only, before taxes and inflation. Nothing is stored.Your Paycheck Stopped. Your Bills Didn't.
For 40 years, income just showed up. Every two weeks.
Now you're the payroll department.
Sell a little stock? Pull from the IRA? Hope the dividends hold?
That isn't an income plan. It's a guess.
Retirement needs a paycheck.
Not a guess every month.
Two Ways To Invest In Retirement:
Investing For Growth
Success means a bigger balance
Sell shares to pay the bills
Income rises and falls with the market
Investing For Income
Success means dependable monthly income
Bills covered by planned income first
Preserving principal is part of the plan
Our Simple 4-Step Process:
Get To Know You
Your needs, your wants and your long-term goals.
Develop
A strategy designed for you, or for your business.
Implement
Income sources set up in the order they are needed.
Monitor
Ongoing, to make sure it keeps working as designed.
Meet Stuart Chamberlin
President and founder of Chamberlin Financial in Boca Raton. He began his career in the financial industry in 1988 and established the firm in 2012.
His work focuses on creating retirement income, and helping clients preserve, manage and transfer their wealth.
But none of that matters unless your income shows up every month.
CRD #1549351. Check the background on BrokerCheck.
Preserve It. Then Pass It On.
Answer plain-English questions online. A licensed attorney reviews every plan. Then Stuart checks it against your accounts and beneficiaries.
Get Your Retirement Income Score2 minutes. No obligation.Typical documents shown. What you need depends on your situation.
Does Your Retirement Pay You? Score It In 2 Minutes:
0 / 8
Tap an answer for each one.
Fair Questions:
"My portfolio pays dividends. Isn't that enough?"
Maybe. The check shows whether it covers your gap, and what happens if dividends get cut.
"Is this only for the very wealthy?"
No. It is for anyone who needs their savings to pay them for the rest of their life.
"I already have an advisor."
Fine. Ask them one question: what is my monthly income plan, in writing? If there isn’t one, that is the gap.
"Who writes my legal documents?"
Not Chamberlin Financial. A licensed attorney at The Succession Firm, a separate law firm, reviews your plan under its own engagement with you.
"What does it cost?"
That depends on your situation and the work involved. You get the fees in writing before you commit to anything.
Retirement With An Income Plan
The money shows up. The bills get paid. And the market is something you read about.
Retirement Without One
Same guesswork every month. Sell a little here. Hope a little there.
Two minutes. Four questions.
Your call.