Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Richard has been helping people in the South Florida area since 1995. He has guided them to make informed decisions, avoid costly mistakes, lower their taxes, increase their estate size and find money falling through the cracks in their planning so they could re-direct those dollars to things they care about.
Richard Ehrlich started his career as a financial advisor with the prestigious firm of Drexel Burnham Lambert, working with Wall Street Geniuses David Kay & Leon Black. After years of working on Wall Street Richard did the unthinkable and moved out of the corporate sector, and founded the Secure Wealth Planning Group in Boca Raton, FL.
Richard is a well-known financial educator and author. He is a highly sought-after instructor and has helped hundreds of retirees and pre-retirees make educated financial decisions based on facts and logic. He has contributed to various media outlets such as Fox Business, Forbes Magazine, TIME Magazine, NBC, ABC, Newsweek,WIOD radio and was interviewed on the Consumer Advocate show hosted by Emmy award winner Nick Naton. All with the goal in mind of helping those in or nearing retirement to find financial peace of mind.
Richard is a graduate of the university of Miami and is a Chartered Financial Consultant. He is passionate about military service members so is heavily involved with the Wounded Warriors Project and the Vietnam Veterans Memorial fund. Richard is also involved with Migdal Ohr (“Tower of Light”), a non-profit organization for children at risk.
In his spare time Richard enjoys spending time with his wife Julie and kids, Eliyah, Shlomo, Orly and Netanel.
Steve spent over 30 years in the broadcast industry in various positions at local television stations. He has sold locally as well as holding positions as LSM, NSM, GSM, GM and was the Corporate Director of Sales for a station group.
In the early stages of the FOX network Steve served as Secretary of the FOX Affiliate Board. He has worked in several markets including Little Rock, New Orleans, San Antonio, Dallas, Chico, Fargo and Twin Falls.
Steve now has transitioned into being an Economic Strategist for CreateTailwind in Dakota Dunes, South Dakota. They specialize in Cash Flow/Infinite Banking. We believe in bringing abundance and wealth accumulation to all of our clients revealing to them remarkable secrets to Cash Flow/Infinite Banking. We also specialize in best of class annuities.
Rodger is all about financial education. He has helped clients for 25 years. He is passionate about empowering people with the education and information necessary to make smart decisions with their money.
Rodger has been featured in Forbe's Magazine, The Kansas City Star and Proactive Advisor Magazine.
Rodger has had his own radio show on 980 KMBC and 710 KCMO. He also has been interviewed on the financial show "Right on the Money" weekly talk show.
He believes financial education is key. He has taught "Preparing for Retirement" classes at the University of Kansas Edwards campus and the K-State Olathe campuses. He has also taught Dave Ramsey's Financial Peace University (FPU) for over 15 years.
Rodger is a member of the National Ethics Association and the Better Business Bureau. Rodger holds several different financial licenses with a 7, 63 and 65.
Connolly Financial Group, LLC is a financial services firm with over 22 years of experience. We have a tested and proven business model that we continuously refine with a fresh, new way of thinking. We are dedicated to helping you achieve financial independence by developing a comprehensive financial relationship and ensuring your retirement plans work in concert with all pieces of your financial strategy. At Connolly Financial Group, LLC, we empower you to safely navigate today's professional and retirement paths. We work with you to identify your financial goals and implement a strategy to achieve your retirement plans.
Gary Ybarra, is a CFF (Certified Financial Fiduciary) and as one of the Managing Partners of Gemlife Financial, Gary is focused on helping clients work toward their retirement dreams through a well-thought-out strategy for retirement income, preservation and legacy. Gary enjoys helping people protect their retirement money and create guaranteed income for life. He is specifically skilled in retirement income planning, asset protection and tax minimization strategies. Gary is a member of National Association of Certified Fiduciaries (NACFF), the National Association of Insurance and Financial Advisors (NAIFA) and his of his local Chamber of Commerce in Pasadena Ca.
Gary has been featured on news outlets for his industry experience and trusted guidance, including AM870 The Answer radio. He serves business owners, residents and their families in the state of California, as well as surrounding states.
Gary enjoys spending time with friends and family, playing golf and attending sporting events and contributes regularly to local and national non-profit works.
Don Chamberlin,CFEd®, CFF®, CFEI Certified Financial Educator CFEd®
Don Chamberlin has devoted 34 years as a financial advisor to helping people plan a comfortable future. In fact, he originally founded The Chamberlin Group in 2002 with the goal of assisting families who wish to preserve their legacy for themselves rather than Uncle Sam. By combining tax, income, estate, and insurance planning, he created a one stop shop to assist St. Louisans with their complete financial future.
Don is a member of The National Association of Tax Consultants, as well as The National Association of Tax Professionals. In St. Louis, Don has conducted nearly 500 educational workshops over the past 15 years. His topics are as varied as tax reform, estate preservation, asset protection, and as simple as organizing your important papers, and reducing expenses; establishing himself as a leader in educating his community on tax and retirement issues.
As the President of the St. Louis Chapter of the American Financial Education Alliance (AFEA) Don has taught classes for this non-profit National Education organization at University of Missouri St. Louis, Missouri Baptist University, the St. Louis City & County library system, as well as at Fortune 500 companies.
In the National media Don has been published in articles from Money Magazine, USA Today, U.S. News & World Report, Financial Planning Magazine, Retirement Advisor Magazine, Financial Times, Life Health Pro, and several others.Locally he has been quoted by the St. Louis Post-Dispatch, Crain’s St. Louis Business and Illinois Business Journal as well as being a contributor on KTVI Fox 2 St. Louis in the Morning.
Don is a member of the Million Dollar Round Table’s (MDRT) elite Top of the Table. MDRT is the Premier Association of Financial Professionals where members are recognized for their outstanding professionalism and knowledge related to financial topics.
In January 2019 Don was recognized in St. Louis’ Small Business Monthly as one of the “Most Admired Business Leaders” in our city for The Chamberlin Group’s contributions to the community.Don was also awarded a certificate of excellence by The American Financial Education Association (AFEA) , a 501(c)(3) non-profit financial education organization with 200 chapters nationwide for conduction more educational classes in 2018 than any other educator in the country.
Don has been married to Susie (Shipman) Chamberlin for 34 years. Susie is always supportive of Don helping people in their community with retirement issues. They both love their two dogs and are huge fans of the St. Louis Cardinals and love going to the home and road games.
Don Chamberlin,CFEd®, CFF®, CFEI Certified Financial Educator CFEd®
John Medwin of East Bend, NC has been helping clients with their finances since 2006.He has expertise in Long Term Care, annuities, Medicare and Life insurance.He helps clients ensure that they never run out of money in retirement, how to protect their assets from market loss, reduce or eliminate costly hidden brokerage fees, reduce taxes in retirement, pass money tax free to their heirs and how to ensure that health issues won’t derail one’s retirement.His extensive working knowledge and creative product lines offer solutions to most every situation.
John has hosted workshops, seminars, and worked with federal employees.He can show business owners how to recover substantial funds through property tax mitigation, cost segregation studies, hiring incentives and R & D tax credits, and how to leverage their retirement dollars and retire with tax free money.
John has run his own agency in the past with as many as 1,000 agents in his network and is license currently in 10 states.He has been a part of the Forecast Financial Team since 2017.
I have been a licensed CA mortgage broker in Southern California since 1981. I work with first time buyers, move up buyers, investors, as well as seniors who may be in need of a reverse mortgage.
In addition to the mortgage brokers license I also hold a CA Life and Health Insurance license. My goal is to educate my clients on how they can achieve a true TAX FREE retirement by using a safe, long term investment with no risk of principle loss what so ever. It’s time to retire your 401(k) and set up your own private reserve to fund your TAX FREE retirement. Call me and I will show you how.
Specialties: Conventional, FHA, VA, commercial loans, reverse mortgages, real estate investments, life insurance, and annuities.
In addition, I am uniquely qualified as an AIM professional to provide information in the following areas:Tax-Free Retirement Planning
Pat joined the Chamberlin Group after a 12-year career at Scottrade. There, he started out in their national call center, improving the clients understanding of the financial markets and the tools and resources available to them. He then worked in a branch office in Dallas, Texas as an investment consultant. He continued to focus on educating clients and providing them with the information they needed to make the best possible decisions about their finances. After approximately 2 years in Texas, Pat was promoted to a role in Scottrade’s corporate headquarters in St. Louis where he trained, coached and managed branch associates. Pat is one of the first advisors in the State of Missouri to achieve the National Social Security Advisor Certificate setting him apart as a leader in Social Security & Income Planning.
Pat graduated from the University of Dayton with a degree in Finance. He later returned to school at Webster University and achieved a Master’s in Business Administration (MBA). Pat lives in South City with his wife Laura, son Owen, and daughter Molly
.jpg)
.JPG)
.png)
.jpg)
.jpg)
.JPG)
.jpg)
 (002).jpg)
