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Our Services

Your financial success starts with Champlin & Associates

Financial planning for life, family and business

At Champlin & Associates, our team has years of experience. Our client service will help earn your trust and business, and our professional advice will deliver a personal solution to help you meet your financial goals and objectives.

The five areas of planning in which we specialize include:

Business Planning

A good business plan encompasses not only ensuring the stability of your business, but planning for the future of your business and your employees.

Special Needs Planning

Care for a loved one with special needs with special needs planning.

Elder Care Planning

Financial planning strategies to care for an aging family member.

Retirement Planning

With proper planning now, we can help you begin to accumulate assets and take steps adequate to prepare for retirement.

Estate Planning

We can help you preserve and transfer the assets you've worked hard to build over the years with programs designed to distribute your wealth in a tax-efficient manner.

Wealth Accumulation

Using your long-term savings goals and tolerance for risk as a guide, we can help you develop a financial program that includes wealth accumulation strategies.

Protection

Protect the people who rely on you—your family and business associates. By protecting income, protecting assets and protecting lifestyle we can help you plan for unforeseen possibilities or in the event you need to protect a parent, child or a family member with special needs.


Learn more about how we can help you prepare for a secure financial future. Contact us.