Churchill Management Group

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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13 Years

in Business

(617) 477-4683Call Visit WebsiteVisit Website Map & DirectionsDirections75 Mcbride StJamaica Plain, MA 02130 Write a ReviewWrite Review

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Places Near Jamaica Plain with Investment Advisory Service

Dorchester (3 miles)
Brookline (3 miles)
Boston (7 miles)
Cambridge (8 miles)
Somerville (9 miles)
Quincy (11 miles)
Medford (13 miles)
Waltham (13 miles)
Braintree (13 miles)
Malden (14 miles)
Norwood (14 miles)

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Jamaica Central - South Sumner, Jamaica Plain

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https://www.churchillmanagement.com

http://churchillmanagement.com

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Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (617) 477-4683

Address: 75 Mcbride St, Jamaica Plain, MA 02130

Website: https://www.churchillmanagement.com

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Churchill Management Group

Tax Planning
However, earning more doesn’t mean you have to pay more than your fair share. Working with a CPA, HNWI tax planning helps high-income earners aim to maximize their tax deductions, harvest losses, and find other applicable tax breaks. Tax planning can help HNWIs save on taxes, but it should be noted that asset management fees and other fund expenses can also affect a client’s returns.
Charitable Giving
Estate Taxes
Roth IRA
Roth IRAs are also accounts you can contribute to, but the contributions are made with already taxed money. This means you can’t deduct the contributions from your taxes, but when you take money out, including any earnings, it’s typically tax-free.
Tax Deductions
Income Tax
Some HNWIs may have earned the status through a windfall, like an inheritance, but typically become a HNWI through employment in a lucrative career — and higher income means higher income taxes.
Capital Gains Taxes
Tax-deferred retirement accounts play a crucial role in retirement planning. They are specialized accounts that offer many advantages, including potential deductions when you pay taxes, the ability to delay capital gains taxes, and opportunities for compound growth.

Investment Management
For expert assistance in crafting a robust investment plan, consider reaching out to Churchill Management Group. Our team is dedicated to helping you manage your investment needs effectively. Connect with us for a free consultation and explore our individual investment management services today!
Mutual Funds
Churchill Management Group’s 401(k) Planning Services allow you, as the Plan Sponsor, to offer a professional money manager with over 50 years of experience to each of your employees rather than offering the typical basket of mutual funds. All members of your plan may have access to the expertise of a money management firm whose unique strategies have helped individual investors reach their financial objectives within their separately managed accounts since 1963. Churchill Management Group works in conjunction with unaffiliated third parties who act as a custodian and TPA.
Bonds
Wealth Management
At Churchill Management Group, we offer wealth management services designed to meet both the current wants and needs of our clients, while providing them with an appropriate financial roadmap toward their long-term financial goals. Our services bring together a team of highly skilled investment professionals, along with a dedicated client service team to offer constant guidance in order to build an exclusive approach with our client in mind. In addition to offering a more holistic approach to our clients’ financial future, wealth management can help maintain wealth, can help with wealth transfer, and can help account for any expected or unpredictable life situations.

Cash Flow Analysis
To learn more about our income and expenses cash flow analysis services, or to speak to one of our team members about your own situation in a bit more detail, contact Churchill Management Group today.

Financial Planning
This Privacy Policy describes how Churchill Management Group and its affiliates, including Chartwell Family Office, LLC (collectively, “Churchill”, “we”, “us”, or “our”) collects, uses, stores and discloses personal information if you visit churchillmanagement.com, engage with our representatives over the phone or in our office, use or receive our investment advisory or financial planning services (our “Investment Services”), contact us, receive our communications, attend our events or otherwise engage with us in a business to business capacity.
Retirement Planning
In this article, you’ll learn about the importance and benefits of retirement planning, and how it can aim to boost your journey towards a comfortable retirement. Here’s what you need to know.
Long Term Care
Many retirees mistakenly assume that Medicare will cover all their healthcare costs, but this is not the case. Out-of-pocket expenses like deductibles, copayments, prescription drugs, and services not covered by Medicare can quickly add up. In addition, the potential for a long-term care event, such as a chronic illness or disability requiring extended care, can be financially burdensome.
Asset Management
High-net-worth asset management teams should have knowledge of a variety of asset classes. An experienced asset management team knows the value of understanding a client’s financial wants and needs. Understanding asset classes and a client’s desires helps financial teams prepare unique strategies according to each investor, which helps build solid client relationships on a foundation of trust.

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