Chamberlain Financial Planning & Wealth Management

Finally, I have found my financial advisor! Over the years, I have tried many other advisors and have been disappointed with their service and fee structures. Michael has earned his fee many times over so far. He is straight forward, direct, and easy to communicate with. He takes the overwhelming and makes it comprehensible. I highly recommend seeing him.

I reached out to Michael as one of very few fee-​only advisers on complex whole life and universal life insurance policies I found nearby. Michael has analyzed the existing offers vs. my needs and recommended to change the policy I was about to choose. The new policy my brokers have found with his advice was much more efficient and my family will eventually gain a very substantial extra benefit. Even if Michael’s consulting fee was 10x higher, his help would have easily paid for itself. He really knows the life insurance business and is one of the best financial advisers I’ve ever worked with. I know he also advises on investing, retirement and estate planning and am looking forward to working with him again after he helped my family so much with his objective life insurance recommendations.