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Todd C. Chamberlain, CFP®,CPA

Masters Legacy Planning, Inc.

650 New Rd
Ste B
Linwood, NJ 08221
Phone: (609) 601-0800
Fax: (609) 601-1850

Household Income Minimum: $100,000
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Banking
  • Charitable & Planned Giving
  • Cross-border Planning
  • Business Taxes
  • Estate Planning
  • Corporate Finance
  • Investment Management
  • Employee Benefits
  • Irregular Income
  • Mutual Funds
  • Real Estate
  • Job Loss
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

Considerations: Securities thru Commonwealth Finl Ntwrk, Memb FINRA/SIPC. Masters Legacy Planning is a Registered Investment Adviser. For residents of CA, CO, DE, FL, IN, MI, MO, NJ, NV, NY, OH, PA, TN, TX, VA, WV only due to state regulations/registration requirements.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.