A Personal Touch to Achieve Your Goals
Your financial future may be secured, and our financial advisors can show you how.
No two financial paths are the same, and no two fiscal foundations build the same future. At Churchill Management Group, we strive to help our Atlanta community grow—one financial plan at a time. Our wide-ranging wealth management solutions uphold the pursuit of wisdom, first and foremost, helping you actualize your financial dream, step by step. Every client has different risk tolerances, retirement needs, and investment capabilities. As such, we apply in-depth industry knowledge to create custom-tailored financial plans built to last. We want to share our passion for growth, aiming to help you achieve the brightest financial future possible—from beginning to end.
Each of Churchill Management Group’s advisors is backed by years of industry knowledge. Your financial advisor is well-read in terms of different financial strategies, helping you identify the investment opportunities that will work best for you. Let us aim to help you maintain and grow your cash flow—creating a sound foundation upon which a thriving future can be built. Each financial plan is monitored with care, so as to help you implement the approaches most likely to succeed.
Financial Planning Services
Financial planning services are wide-ranging, but this is because numerous types of financial situations exist. Our financial planners can help you negotiate today’s common fiscal challenges. From managing cash flows to planning for retirement, we can accompany you on your journey with comprehensive financial planning. Your financial goals always come first, and we are by your side aiming to achieve them.
Tax Planning Analysis*
Long-term tax management might seem feasible, early on, but it often becomes too complicated to maintain. Surprise spending restrictions, unforeseen liability impacts, expense management, and the United States tax code are only a few challenges you’ll face while pursuing your financial goals. As your trusted advisory firm, Churchill Management Group can work with your tax provider, step by step, as they formulate your ongoing tax strategy. See disclosure below.
Trust & Estate Planning Review*
Trust and estate management isn’t simple. To keep your goals in focus, you may need to create a sustainable strategy that pursues only the most valuable opportunities. Churchill Management can work with your estate planning attorney, contributing to a stress-free estate framework you’ll be inspired to pursue. Please see disclosure below.
When working with a financial advisor risk analysis is never too complicated to approach. Churchill Management Group has many years of experience in helping clients identify their risks and their capacity for risk. Using this information we can then help you implement a personalized risk strategy to help you achieve your goals while still letting you sleep comfortably at night.
At Churchill Management Group, we value every client’s past, present and future. To make the most out of your retirement’s financial lifestyle, your financial advisor helps you identify the market factors most likely to impact your journey. With education as a priority, your advisor can help you feel much more fiscally confident. We'll also help you maintain a healthy approach to cash flow maintenance, long-term investments, asset allocation, and more.
401(k) Planning Services
At Churchill Management Group, we take great care in helping our clients implement 401(k) Planning solutions for their employees. Working alongside your TPA and / or custodian we can help provide your employees with access to our award-winning investment strategies. Help your employees create the professional retirement life you’ve always dreamed of by tapping into the expertise responsible for the success of many clients’ plans since 1963.
Best-in-State Wealth Advisors & America’s Top 250 Wealth Advisors
Randy Conner, President, named #1 Best-in-State Wealth Advisor for CA: Los Angeles for 2020 and #14 on the 2020 list of America’s Top Wealth Advisors.*
*Please click for disclosures.
It is the mission of Churchill Management Group to build wealth for our Clients over the long term.
*Financial Planning Services Disclosure:
Churchill provides financial planning services to Clients that specifically engage Churchill for that service. The planning can include defining goals, designing a plan, assisting with implementing the plan, and evaluating and adjusting the plan over time, at the request of the client. The financial planning includes advice regarding securities investing and may include discussions of a client’s tax, insurance, employee benefits, estate planning, and other issues. Churchill, however, does not provide legal, insurance, employee benefit, estate planning, tax, or accounting advice, and the client must rely on legal, insurance, and accounting professionals for that advice and documentation.