A Personal Touch to Achieve Your Goals
Plan your financial future easier than ever before: Our financial advisors are here to help.
Effective wealth management begins with a goal. At Churchill Management Group, we help turn this goal into actionable items—aiming to help each client’s ideal future become reality. We offer comprehensive approaches to financial advice which prioritize the investment insights most likely to aid your goals. We’ve provided investment management insights for our Chicago families over many years, addressing the many aspects of healthy fiscal living. We’re at your service, from start to finish.
Churchill Management Group’s financial advisors are backed by extensive training: Using in-depth financial advisory skills, we’re ready to help you achieve your unique wealth management goals. Each financial advisor can help you build your portfolio from the ground up, aiming to maximizing its potential for each new investment approach. Our team monitors each strategy based upon your needs, helping make your every step as comfortable and effective as possible.
Financial Planning Services
We value clarity, above all else—and we feel every client deserves to achieve their long-term monetary goals. Let us help you develop a strategy aiming to obtain them, step-by-step. We can help you make a financial plan built to last. From cash flow analysis to retirement planning, your Certified Financial Planner can help you build a flexible financial plan that changes as your life does.
Tax Planning Analysis*
Between the United States tax code, spending restrictions, determining annual liability and analyzing expenses, long-term tax analysis is strenuous. Upon your request, Churchill Management Group can coordinate with your trusted tax provider—determining any needed changes. We strive to simplify the asset management process overall, and we want to make sure you’re able to pursue every tax-related opportunity that appears. See disclosure below.
Trust & Estate Planning Review*
Having an updated estate planning strategy keeps your legacy’s goals aligned with your approach to asset allocation. Churchill Management can work diligently with your current estate planning attorney—keeping your goals top of mind. We want your legacy to be memorable, sustainable and as stress-free as possible, so every interaction with your attorney serves to deepen our relationship with your personal story.
Every financial situation is different. As such, every person may need different investment advice to actualize their financial goals. During our risk analysis we will review our different strategies to see what may be most appropriate based upon your goals and risk tolerance. For example, our Tactical strategies aim to stay invested in low-risk markets, while avoiding high-risk markets using cash and cash equivalents. Our Fully Invested strategies seek to help maximize returns by investing in market leadership.
To determine the best road towards a secure retirement, we examine your current retirement plans alongside other important factors. Cash flow, financial goals, and your place within Chicagoland markets help us guide you towards ideal investment strategies. We’re with you, every step of the way, to help you learn about any financial factors heading your way.
401(k) Planning Services
Churchill Management group works diligently alongside third-party custodians to help individual investors reach their financial goals. Take charge with your plan, granting those within it access to a money management firm’s expertise. Our 401(k) Planning Service allows you to offer such professional services, via an experienced money manager with more than 50 years of industry experience.
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.