At Churchill Wealth Management, we understand all the pieces of your financial life are connected and have long-term impacts on your family. We take the time to listen and understand your unique situation, so we can develop a personalized financial roadmap that helps you achieve your goals while reducing your concerns.
As an independent firm, we do not have sales goals or proprietary funds, so we have the advantage of providing unbiased advice based on your particular needs that is truly right for you. We pride ourselves on being a low-pressure, personable, client-focused firm dedicated to serving our clients and community with the highest level of integrity.
As an independent firm, we do not have sales goals or proprietary funds, so we have the advantage of providing unbiased advice based on your particular needs that is truly right for you. We pride ourselves on being a low-pressure, personable, client-focused firm dedicated to serving our clients and community with the highest level of integrity.
Services
We'll get started with a casual conversation to learn about your short, intermediate and long-term goals. This is where we not only learn about your financial situation, but understand your personal priorities as well. After we assess your needs and overall financial landscape, we analyze the information, review investment options, and develop a strategic financial plan tailored specifically for you.
If you are a business owner, CFO, or HR manager, we are able to set-up and/or manage your company's retirement plan. We have a process for managing your employer sponsored retirement plan that keeps you compliant with all ERISA rules and regulations, while minimizing your workload. We consistently shop other plan providers to ensure you are getting the best price and platform.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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