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Welcome to Champlin & Associates: A Rochester-Based Financial Planning Group

Protecting the people you care about with life, family and business planning

Service above all is more than our motto. At Champlin & Associates, it is the essence of how we conduct our business and ourselves. Anyone can learn the skills associated with financial planning. However, skills alone are not enough to represent the comprehensive interests and goals of the clients with whom we work. Qualities such as concern, caring, experience and the readiness to focus on the needs of others are essential.

Service above all means that at Champlin & Associates, we are completely committed to having a deeper understanding to deliver better recommendations to our clients. To do this, we listen with compassion and understanding, we challenge and probe, and above all, we demonstrate a genuine concern for the well-being of our clients.

Life Planning

Plan for a secure financial future. We can help you put all the pieces together and develop a comprehensive financial plan to protect, accumulate and transfer wealth, and plan for retirement with tax-efficient estate planning.

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Special Needs & Elder Care Planning

Helping you care for a loved one. We know that most everyone has concerns when it comes to planning for the care of a loved one with special needs, disabilities or who is aging.

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Business Planning

Your business is our business. We understand what it takes to plan and run a business because we are business owners doing business owner planning.

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