GEORGE C CHAMBERS INC.
Unifying Six Domains. One Master Plan.
At George C Chambers, Inc., our comprehensive approach addresses six vital areas seamlessly interwoven to empower you in crafting the envisioned future. We advocate for a centralized approach, offering an all-encompassing range of services—from investment strategies to tax planning to estate planning—that collectively foster the success of your holistic financial plan.
We offer services to help you.
Grow
Preserve
Preserve
Grow your retirement savings by leveraging your hard-earned assets through strategic retirement income planning, wealth management, annuities, investments, and IRA/401(k) rollovers.
Preserve
Preserve
Preserve
Ensure the realization of your dream retirement by safeguarding crucial assets with strategic measures, including asset protection strategies, life insurance, tax-efficient approaches, and long-term care strategies.
Give
Preserve
Give
Secure the financial well-being of your loved ones and support the causes dear to your heart through effective IRA legacy planning.
Retirement Planning
Anticipate and plan for the significant event of retirement, a milestone you've awaited since the inception of your first savings account. Consider how you envision utilizing this pivotal time – whether it involves travel to preferred destinations worldwide or indulging in beloved hobbies. A robust savings plan is essential for fully embracing these years.
Our expertise is dedicated to navigating the intricate financial decisions integral to a well-crafted retirement strategy. We provide comprehensive retirement planning services, encompassing life insurance, wealth management, annuities, and investment advice.
wealth management
Prepare and strategize for the significant milestone of retirement, an event awaited since the inception of your initial savings account. Deliberate on how you intend to make the most of this pivotal period – be it through global travel to preferred destinations or indulging in cherished hobbies. A resilient savings plan is imperative for wholeheartedly embracing these years.
Our dedicated expertise is committed to guiding you through the intricate financial decisions inherent in a meticulously crafted retirement strategy. We offer a range of comprehensive retirement planning services, including life insurance, wealth management, annuities, and investment advice.
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and KOB Wealth Management LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Tax - Efficient Planning
In the strategic preparation for retirement, it is crucial to integrate tax planning into your portfolio and, in essence, all your financial decisions. Opting for a tax-deferred vehicle ensures that your funds accumulate interest over the years without the burden of income taxes, enabling accelerated interest earnings. Although few investments completely exempt you from taxes, numerous options permit the deferral of tax payments until retirement, potentially occurring in a lower tax bracket.
Our expertise is geared towards assisting you in making judicious tax decisions at present, mitigating the risk of unexpected tax payments in the future.
Annuities
Utilizing annuities can be a valuable strategy for meticulously planning your future, providing a consistent and dependable stream of retirement income. Our expertise allows us to educate you on the diverse range of annuities and assist in evaluating their suitability for your financial situation.
An annuity constitutes a prolonged agreement between an individual and an insurance company, structured to deliver tax-deferred interest credits. Additionally, it offers a selection of assured payout options when you opt to receive income.
It's essential to note that the guarantees and protective benefits associated with annuity products are supported by the financial strength and claims-paying capability of the issuing insurance company.
Life insurance
Life insurance serves diverse purposes, offering various types that align with your financial objectives. Consider obtaining life insurance for:
- Covering final expenses, including medical and funeral costs
- Providing lost income to a spouse and/or meeting the financial needs of children still residing at home
- Leaving assets for a child's education or future life events
- Settling mortgages and other outstanding debts
These represent just a selection of reasons to contemplate life insurance. Chambers O'Brien is well-equipped to guide you through additional considerations.
It's crucial to note that guarantees and protective benefits associated with life insurance products are supported by the financial strength and claims-paying capability of the issuing insurance company. Life insurance may be subject to medical and, at times, financial underwriting.
Medicare Advantage & Supplements
Medicare supplements and Advantage plans serve distinct purposes within your healthcare coverage. Chambers O'Brien can assist you in understanding the various types and how they align with your specific health and financial objectives. Consider these options for:
- Enhancing Medicare Coverage: Supplement plans provide additional coverage to fill the gaps in Original Medicare, ensuring comprehensive healthcare protection.
- Cost-Effective Alternatives: Advantage plans offer an alternative way to receive Medicare benefits with potential cost savings and additional perks, such as vision and dental coverage.
- Tailored Health Solutions: Choose Medicare supplements and Advantage plans to address specific healthcare needs and ensure comprehensive protection for medical expenses.
- Financial Security in Retirement: These plans can contribute to your financial well-being by minimizing out-of-pocket healthcare costs and providing a safety net for unexpected medical expenses.
Chambers O'Brien is ready to guide you through the nuances of Medicare supplements and Advantage plans, offering a comprehensive understanding of your options. It's essential to recognize that the benefits and protections associated with these plans are contingent on the specific terms and conditions of the issuing insurance company. Additionally, eligibility for Medicare supplements and Advantage plans may involve medical and, at times, financial underwriting.
Customized Estate Planning
Diverse types of trusts are available to assist in safeguarding and transferring your assets for the future, yet the process of establishing them can be intricate. We are here to guide you in understanding how a trust can seamlessly integrate into your overall financial plan. Additionally, we can facilitate connections with qualified estate planning attorneys specializing in these matters to ensure a smooth and well-informed process.
Prepared to Advance to the Next Stage?
Prepared to Advance to the Next Stage?
To acquire detailed information regarding our comprehensive range of products and services, kindly arrange a meeting at your earliest convenience or register for participation in one of our informative seminars.
GEORGE C CHAMBERS, INC -DBA
CHAMBERS O'BRIEN
TAXES, RETIREMENT & WEALTH MANAGEMENT
1416 LAKE TARPON AVENUE, TARPON SPRINGS FL 34689
OFC: 727-940-9536 FAX: 727-683-9490
By submitting your contact details, you may receive information regarding the acquisition of insurance and investment products.
Chambers O'Brien is an independent financial services firm dedicated to assisting individuals in crafting retirement strategies. We leverage a diverse range of investment and insurance products tailored to meet their specific needs and objectives.
Investing inherently carries risks, including the potential loss of principal. It's important to note that no investment strategy can ensure a guaranteed profit or protect against losses in periods of declining values. The information presented on this website does not constitute an offer to sell or solicit any offer to buy a security or any insurance product.
References to protective benefits or consistent and reliable income streams on this website pertain solely to fixed insurance products. These references do not extend to securities or investment advisory products. The guarantees associated with annuities are supported by the financial strength and claims-paying ability of the issuing insurance company. Annuities, as insurance products, may be subject to fees, surrender charges, and holding periods that vary by insurance company. It's important to note that annuities are not FDIC insured.
The information and opinions provided in any material obtained from this website, sourced from third parties, are believed to be reliable but cannot be guaranteed for accuracy and completeness. Such information is provided for informational purposes only and should not be considered a solicitation to buy or sell any of the mentioned products. This information is not intended to be the sole basis for financial decisions, and it should not be construed as advice tailored to meet the specific needs of an individual's situation.
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and KOB Wealth Management LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
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