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Hiking in the mountains

Retirement Planning

With retirement planning services, the goal is often to build up enough assets to provide consistent and predictable income throughout your retirement years, allowing you to enjoy the lifestyle you worked so hard to achieve. Even if you’re still early in your career, Churchill Management Group has the resources needed to help you get started on the best possible strategy. We offer a wide range of services for both individuals as well as businesses that want to provide investment management solutions for their hard-working employees.

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Our Retirement Planning Services

At Churchill Management Group, our comprehensive retirement planning services can help you put a plan in place to retire on your own terms. However, getting ready for that big day is not something that can happen overnight. It may take years of careful planning and strategizing with the aim of ensuring that you are financially capable of accomplishing your goals and we will proudly stand by your side every step of the way.

We offer insights and guidance on a wide array of different factors when it comes to retirement, including things like:

Careful
Analysis

Our team of professionals will perform an income and expenses analysis to help gain a better understanding of your current status and what we need to do to build a bridge to your future lifestyle.

Looking
Forward

After thorough discussions, we will assist in determining your time horizon for retirement, your projected income needs, your risk tolerance, and more, all so that we can develop the type of strategy built for you and you alone.

Personal
Solutions

During our review, we can discuss any solutions specific to you such as maintaining your current lifestyle.

Holistic
Strategies

Based on your goals and risk tolerance, we will develop a custom asset allocation with the goal of maximizing returns in your retirement accounts.

Comprehensive
Planning

We will also take into consideration elements like Social Security planning, including how much you expect to get monthly, to better determine what your current financial strategy should be.

Periodic
Check-ins

The team at Churchill Management Group will regularly review your retirement plan to help make sure that you are on track, regardless of how far off retirement may be.

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Investing involves risk of loss. Please review strategy descriptions and investment risks set forth in the Schedule F of Churchill’s Form ADV2 located in the Churchill Documents section of this website. No guarantee can be made as to performance results. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Investment Risk
Clients should invest with a long-term time frame and understand that no one can guarantee investment results. Investing in the securities markets entails the risk of loss. In all events, each account is assigned general investment percentage goals/guidelines and an investment strategy, both of which may change from time to time upon direction from the Client. The Client understands these goals/guidelines are approximate and the actual amount invested in each asset class may vary considerably depending on Management’s assessment of market risk and the specific investment strategy chosen by the Client. At times, Churchill Management Group may choose to invest accounts, including accounts which have assets with a fixed income and equity goal/guideline, above the equity goal/guideline set by the Client, effectively adjusting the balance of the portfolio, as Churchill Management Group determines in its sole discretion, that under present market conditions so doing would be in the reasonable best interests of the portfolio. Churchill Management Group may employ defensive investment strategies notwithstanding Clients’ investment strategies and restrictions. Clients should understand that both Fully Invested and Tactical investment approaches come with the risk of loss. Fully Invested strategies are not concerned with overall market risks, staying invested even during bear markets. While Tactical strategies aim to reduce exposure prior to bear markets, no guarantee can be made as to success. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Financial Planning Services
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.

Standard & Poor’s 500, Russell iShares and Vanguard are trademarks of their respective owners and are not affiliated with Churchill and have not endorsed Churchill in any way.