Tampa Bay, Florida. Wednesday, December 12, 2019.
During the ceremony at NFL’s Tampa Bay Buccaneers Football Stadium, Don
Chamberlin, the CEO and Founder of The Chamberlin Group of St. Louis, Missouri, accepted
the award for most assets gathered from C2P Enterprises for the year 2019. The award is given
annually to the firm who gathered the most assets out of 296 total offices nationwide.
Holistic Planning is a fee-based planning process using The Bucket Plan™ planning
method which combines the disciplines of tax, estate, income, insurance, and financial plans for
a comprehensive and customized plan for each individual American family.
C2P Enterprises helps financial fiduciary advisors provide their clients confidence in the
distribution phase of retirement by providing marketing, administrative, investment advisory,
asset management, insurance, and financial planning services to Holistic Advisors throughout the
The Chamberlin Group serves families throughout the Greater St. Louis Metropolitan
Region who wish to organize and plan the distribution phase of retirement by combining tax,
legal, income, insurance, and financial planning using the proprietary Holistic Planning
Don Chamberlin, CFF, CFEd, CFEI, and the other Holistic Planners at The Chamberlin
Group conduct nearly 100 educational classes annually, assisting local families in learning about
issues related to retiring. Classes, which are held at local colleges, libraries, and community
centers, cover key topics such as Social Security, Taxes in Retirement, Long Term Care and
others; are sponsored by national non-profit educational organizations The American Financial
Education Alliance (AFEA) and The Society for Financial Awareness (SOFA).