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Investment* Opportunities

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Financial Planning*

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Business/Executive
Employee Benefits

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Protection Planning

  • Access Institutional Money Managing Programs
  • Stocks/Bonds and Mutual Funds
    • Individual Funds
    • Access Managed Portfolio
  • Securities Brokerage Services
  • Qualified Retirement Programs
    • Profit Sharing Plans
    • 401(k) and 403(b) Plans
  • College Saving Plans - 529 Plans
  • Fee Based Retirement Planning
  • College Cost Analysis and Savings Programs
  • Needs Analysis Programs
    • Personal Financial Statements
  • Budgeting and Cash Flow Studies
  • Analysis of Current Savings and Investments
  • The 4-Box Strategy
  • Estate Analysis
  • Collateral Assignment/Split Dollar Programs
  • Supplemental Executive Retirement Programs (SERP’s)
  • Business Continuation Planning
  • Executive Fringe Benefits
  • Employee Benefit
    • Qualified Retirement Plans
    • SIMPLE and SEP IRA Plans
    • Group Medical & Dental Insurance Programs
    • Group Life and Disability Programs
    • Voluntary Payroll Deduction Programs
  • Section 125 Plans
  • Disability Income Insurance
  • Life Insurance
    • Term Life
    • Variable Life
    • Whole Life
    • Universal Life
  • Fixed Deferred Annuities
  • Variable Deferred Annuities
  • Deferred Income Annuities
  • Single Premium Annuities
  • Long-Term Care Insurance
  • Individual Medical Insurance
    • HSA/HRA/FSA Accounts
    • Medicare Supplements

*Securities, investment advisory and financial planning services are offered through Peter A. Chamberlain & Morgan H. Sund, financial planners and registered representative with MML Investors Services, LLC., a registered investment advisor.  Member SIPC (www.sipc.org).  Supervisory Office: 5885 Meadows Road , Suite 850 , Lake Oswego, OR 97035. Phone: 503-364-8722  Email: pchamberlain@financialguide.com and  msund@financialguide.com
Chamberlain Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.