Financial Planning
Financial Planning
At Churchill Management Group, we create personalized financial plans designed to meet your goals and provide peace of mind for you and your family. We are here to help you focus on the present while we provide a clear and secure path to the future.
With financial planning and investment management specialists, our team of experienced financial professionals is dedicated to helping you navigate the best path to a brighter future. Our goal is to not only provide financial clarity through comprehensive planning but also ensure that you feel confident and informed every step of the way. Learn more about the key components of financial planning here.
Our Services
Our comprehensive financial planning services include:
Wealth Management
We offer a Multi-Strategy approach aiming to help our clients achieve their goals while sleeping comfortably at night. Clients have full access to our menu of both Tactical and Fully-Invested strategies to create a unique allocation best suited to their individual risk tolerance.
Wealth Management
Retirement Planning
Retirement plans are tough to make. For this reason, we help retirees with the best approaches towards planning for their future. By providing a cash flow analysis of your income and expenses your financial advisor will help you make asset management decisions that are both flexible and built to last.
Retirement Planning
401(k) Planning
Our custom-tailored 401(k) plans have opened new doors of opportunity for our clients. As the Plan Sponsor, you are able to connect your employees with an experienced money manager who has worked with clients since 1963. Whether you’re making a 401(k) plan or need a financial advisor for future wealth management, our team is here to help.
401(k) Planning
Social Security Planning
This allows us to take a closer look at your situation, collecting all relevant information needed to aim to optimize your net after-tax income. The timing of taking Social Security benefits, along with the sequence of retirement accounts and other asset withdrawals, can impact your retirement finances.
Social Security Planning
Insurance Planning
Even if you’re in perfect health today, that may not hold true forever. Along with your insurance expert, our team of professionals can take a closer look at your situation to make sure that you’re adequately covered, regardless of what happens with your health or other factors in the future.
See the Financial Planning disclosure below.
See the Financial Planning disclosure below.
Insurance Planning
Legacy Planning
Working with your Estate Planning Attorney, Churchill Management will help you implement an investment strategy that considers the various planned and unplanned events that could occur and impact your wealth. We may also be able to connect you with third-party experts that will set up your estate to be preserved however you see fit. Working with your Estate Planning Attorney, we can manage your assets to help outline a clear path forward to achieving your legacy goals.
See the Financial Planning disclosure below.
See the Financial Planning disclosure below.
Legacy Planning
Risk Analysis
As your advisory firm, we aim to put your financial goals first. Every risk management plan is built for long-term care. Your investment advisor can help you make your own high-net-worth future, step by step.
Risk Analysis
Net Worth Analysis
Your net worth does more than just show you how far you’ve come. It’s also a great indication of where you’re going. We’ll aim to make sure that you’re on the right path and moving in the right direction.
Net Worth Analysis
Income & Expenses Cash Flow Analysis
Together, this will show both your liquidity and your overall profitability in terms of the money you’re bringing in and where it’s going every month. Truly understanding this flow provides the path toward maximizing your savings while still being able to enjoy everyday life.
Income & Expenses Cash Flow Analysis
Our Process
1
Planning Consultation
We discuss and understand your short-term and long-term financial goals, retirement objectives, and investment needs
2
Review Financial Status
We collect client documents, analyze your assets and liabilities, and review your income and expenses
3
Design Financial Plan
Once we’ve identified your financial situation and individual goals, we create a tailored financial plan
4
Create Investment Strategy
We create a custom investment strategy taking into consideration your personalized financial plan
5
Implement Financial Plan & Investment Strategy
Once we’ve discussed and confirmed our plan recommendations and an appropriate investment strategy, you can implement your financial planning recommendations
6
Ongoing Check-ins
We monitor and assess your plan on an ongoing basis, making updates or changes as needed when requested
Learn more about our financial planning services
Financial Planning FAQs
What is financial planning?
At its core, financial planning compares your current financial situation to your long-term monetary goals, all while helping to develop strategies that will achieve those goals one-by-one. It’s a way to make sure you’re in a position to accomplish your dreams, all while negotiating common financial barriers at the same time.
Why is financial planning important?
Financial planning is important because major elements like prudent spending and careful budgeting aim to help you keep as much of your hard-earned money as possible and ultimately enjoy the life you envision.
What is the first step in financial planning?
The first step in the financial planning process always involves defining and agreeing on your financial objectives and goals. Only once you know where you’re headed will you be able to put an actionable plan in place to get there.
What are the advantages of financial planning?
In addition to giving yourself a proper financial education and helping you meet your financial goals, working with a financial advisor is important because it allows you to play the long game. Financial health always takes time to improve, exactly the way your body’s health does. By putting small steps in place today, you can start to see significant gains tomorrow and beyond – and it’s absolutely never too early to start.