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As part of our process, we help you first focus on the big picture of what you want to see happen with your assets, family, business, and charities. We believe that prudent estate planning starts with knowing what is in the hearts of our clients. While our wealth transfer process addresses the goals of maximizing wealth to your heirs and minimizing taxes, we help you address key questions such as:
After we understand your underlying purpose, we then learn the hard facts about your holdings. Working in tandem with you and your other advisors, our team crafts customized solutions to help mitigate transfer taxes, while making sure the provisions in your wills and trusts match what is in your heart. Depending on your specific needs, our plans include:
CHURCHLEY FINANCIAL GROUP LLC
3000 Lawrence Street
Denver, CO 80205
T: 303.468.2100
SECURITIES OFFERED THROUGH VALMARK SECURITIES, INC. MEMBER FINRA, SIPC. INVESTMENT ADVISORY SERVICES OFFERED THROUGH VALMARK ADVISERS, INC. A SEC REGISTERED INVESTMENT ADVISOR, 130 SPRINGSIDE DRIVE, AKRON, OHIO 44333. 1-800-765-5201. CHURCHLEY FINANCIAL GROUP, LLC IS A SEPARATE ENTITY FROM VALMARK SECURITIES, INC. AND VALMARK ADVISERS, INC.
ANY TAX ADVICE CONTAINED HEREIN IS OF A GENERAL NATURE AND IS NOT INTENDED FOR PUBLIC DISSEMINATION. FURTHER, YOU SHOULD SEEK SPECIFIC TAX ADVICE FROM YOUR TAX PROFESSIONAL BEFORE PURSUING ANY IDEA CONTEMPLATED HEREIN. THIS ADVICE IS BEING PROVIDED SOLELY AS AN INCIDENTAL SERVICE TO OUR BUSINESS AS INSURANCE PROFESSIONALS.