Welcome

The Churchley Financial Group, LLC, led by Fred W. Churchley III, is dedicated to providing affluent families, family offices, business owners, and key executives with exceptional wealth transfer, business continuity, and investment strategies through innovative design and outstanding service. We believe that each client deserves individual focus on their unique needs. Throughout this site you will find detailed information about our distinctive services and areas of expertise, as well as tools and information we hope that you find useful as you contemplate your financial planning.

	Permanent Insurance
	Life Cycle Planning
	Estate Settlement
	Key Employees

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Important Consumer Information Fred W. Churchley III is a registered representative with ValMark Securities, Inc., an FINRA registered broker-dealer. While ValMark Securities, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, Fred W. Churchley III is only registered to sell securities products in AZ, CA, CO, CT, DE, FL, MA, MN, NJ, and NY. Fred W. Churchley III is also an investment adviser representative with ValMark Advisers, Inc., an SEC Registered Investment Adviser, and is registered to provide advisory services in CO and MD. Fred W. Churchley III is also licensed to offer insurance products in AZ, CA, CO, CT, DE, FL, MA, MI, MN, NJ, NY, and OR. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which Fred W. Churchley III is properly registered/licensed.