Churchill Wealth Management

Welcome to Churchill Wealth Management, a firm dedicated to helping you build wealth for generations to come. We understand that your financial life is composed of various interconnected aspects, each with a lasting impact on your family's well-being. Our goal is to alleviate any concerns you may have by actively listening and creating a personalized financial roadmap that aligns with your objectives.

As an independent firm, we are not driven by sales targets or proprietary funds. This allows us to provide unbiased advice tailored to your specific needs. Our commitment to serving our clients and community with the highest level of integrity is at the core of our identity. We take pride in being a low-pressure, personable, and client-focused firm, and we look forward to connecting with you to discuss how we can best support your financial journey.

Our Services

At Churchill Wealth Management, we offer a comprehensive range of financial services designed to help you achieve your financial goals:

• Financial Planning: Our comprehensive financial planning services focus on understanding your unique situation, enabling us to create a personalized plan that aligns with your goals.

• Life Insurance Planning: We help you protect your family and loved ones by providing guidance on life insurance policies and coverage options.

• Investment Management: Our investment management services are tailored to your specific needs, with a focus on building a diverse portfolio that aligns with your risk tolerance and financial goals.

• Pension Maximization: We provide guidance on pension options to help ensure that you maximize your retirement income.

• College Expense Planning: We help you plan for your children's or grandchildren's education by providing guidance on savings and investment strategies.

• Social Security Strategies: Our team of experts provides guidance on when and how to claim your Social Security benefits to maximize your retirement income.

• Company Retirement Plans: We work with businesses to design and implement customized retirement plans that align with their goals and budget.

• Portfolio Evaluation: Our portfolio evaluation services are designed to provide you with a comprehensive assessment of your current investment portfolio, including recommendations for optimizing your investments.

• Upcoming Events: Stay informed and engaged by attending our upcoming events, where you can learn more about current financial topics and trends.

Additional Services

In addition to our core financial services, we offer the following:

• Retirement Planning: We provide guidance on retirement planning strategies, including savings and investment options, to help ensure that you achieve your retirement goals.

• Estate Planning: Our team of experts provides guidance on estate planning strategies, including wills, trusts, and power of attorney documents, to help ensure that your assets are distributed according to your wishes.

• Investment Management: We offer investment management services, including portfolio construction, management, and ongoing monitoring, designed to help you achieve your investment goals.

• Tax Planning: Our team of experts provides guidance on tax planning strategies, including tax-efficient investment options and deductions, to help you maximize your after-tax returns.

• Lifestyle Planning: We help you create a lifestyle plan that aligns with your financial goals and values.

• Glossary of Terms: Our comprehensive glossary of financial terms is designed to help you better understand financial concepts and jargon.

• Tax Resources: Our tax resources are designed to provide you with the latest tax information and guidance.

At Churchill Wealth Management, our goal is to help you build wealth for generations to come by providing you with comprehensive financial planning and wealth management services. Contact us today to learn more about how we can help you achieve your financial goals.