Financial Planning

Financial Planning

The world is constantly changing, just as your life and goals are evolving. In this increasingly uncertain world, Churchill Management provides financial clarity and context. Prudent decisions are everything, and we provide our Clients deep insights and education necessary to make them.

We may offer complimentary Financial Planning which, together with sound investment management, aims to achieve your our Clients’ expectations and goals.

We work with you to develop a Financial Plan that integrates your personal life and your finances. You will be ready not only to take on tomorrow, but your retirement as well.

Financial Clarity Transforms Lives

Our professional services aim to provide Clients with clarity, focus and direction in their financial lives. Armed with expert, consistent, and insightful advice, you will have the information needed to make optimal decisions specifically tailored to your goals and objectives. We put this transformative power right where it should be, in your hands.

We invest the time to understand you, your situation and your goals before we offer a single piece of advice. Set up a planning session with one of our Certified Financial Planners today, and you can be provided with the following:


  • Plans delivered exclusively by CFP® certificant
  • Existing Trust & Estate Plan Outline*
  • Net Worth Analysis
  • Tax Review (we would be glad to coordinate with your tax professional)*
  • Income & Expenses Cash Flow Analysis
  • Social Security Analysis
  • Insurance Needs Analysis
  • Children & Education Needs Review
  • Retirement Needs Assessment & Recommendations
  • Investment Strategy, Risk Tolerance Assessment
  • Goal Identification & Achievement Plan

Financial Planning Services Disclosure

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.