How We Started
Our Financial Planning firm was founded by Brad Champlin in 2004, today we are following the same values when working with clients from all over the United States.
Why Financial Planning? As a former auto shop business owner, Brad saw the importance in planning for the future, setting goals, and taking risks. He decided to redirect his career to not only preparing himself, but preparing his loved ones and community for their financial futures.
How it's Going
As a second generation practice, have built a well-rounded team that comes together with our three specialized categories, including, Business Owners, Independent Women and Career Professionals. We strive to help each client meet and continue to grow their financial goals.
Client Centered
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.
We work hard to reduce taxes, increase income and create a lasting legacy by focusing on your goals by using creative ideas and proven strategies to help you achieve success. We continue to monitor the planning and make necessary adjustments to their plan to keep them on target. We look forward to working together for many years and have developed a long term business model that will last for generations!
Why We Want to Create Your "Financial Road Map" to Success
One perk of becoming a client is located in the culture, motivation and being connected with Champlin & Associates. We value our time with each individual to create a long lasting relationship outside of the financial world.
-Champlin & Associates
