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We are dedicated to providing strategic wealth planning and management to individuals, families and business owners.  Simply put, we strive to be our client’s most trusted advisor. We take pride in the long terms relationships we’ve established based on honesty, trust, and our dedication to the highest level of client service.  This includes professionally supporting, educating and providing direction as well as collaborating with professionals from other fields to best serve our client’s needs, goals and values. Whether you have investment or insurance needs, we are here to help.

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Our Services

What We Do

The professionals at Blue Chip Financial specialize in portfolio management for individuals, families, businesses, foundations, endowments, retirement plan design and implementation, business and personal succession strategy, and insurance planning.

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Individuals and Families

Since 1998 we have been assisting individuals and families build financial independence through strategic retirement planning, wealth management and comprehensive insurance strategies to protect them. We feel strongly that life full of obstacles; the key to financial confidence is through planning.

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Business Owners

Whether you are starting a business or are contemplating succession or exit strategies, you need a qualified advisor who can help guide you through the process of preserving what you have worked so hard to build.

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Steven B. Katz

Selecting a professional to oversee your financial affairs could be one of the most important decisions you make. I decided to establish an independent financial services company after years of witnessing clients charged excessive fees and receiving little value in return. My vision was to create a company that could offer its clients a single go-to advisor who proactively plans and coordinates all the different pieces of their financial lives. A company that prides itself on transparency, integrity and respect while providing proactive, customized advice designed with a goal to help our clients achieve financial confidence. This is what you can expect from Blue Chip Financial.

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Latest Blog Posts

Preparing for Lifetime Income in Retirement

Submitted by Blue Chip Financial on October 30th, 2023

There was a time when old retirement planning models like “the 70 percent rule” were more common. This rule stated that a retiree only needed 70% of their pre-retirement income to live comfortably in retirement. These “rules” may have worked for some retirees several decades ago but can be dangerously flawed in today’s new normal retirement.

The reality is that the cost of retirement has increased significantly, to the point where some retirees may need to save above their pre-retirement income and make it last for up to 30 years. Planning for lifetime income in today’s environment generally focuses more on today’s realities instead of outdated formulas and methods.

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Is Confirmation Bias Affecting Your Investment Strategy?

Submitted by Blue Chip Financial on October 30th, 2023

Do you know how you feel about things, even before you know what they are? When you meet someone new, is your opinion of them formed from the first impression? Or when you hear a good argument against your current opinions, is your mind open or closed?

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Informed Donating

Submitted by Blue Chip Financial on September 12th, 2023

If you want to make charitable donations before the end of the year, you’re not alone. According to Giving USA, an estimated $484 billion was given to charity in the U.S. in 2021, a 4% increase from 2020.

Regardless of the causes you support, there are a few questions to keep in mind before opening your wallet.

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  •   Six Landmark Square Suite 400, Stamford, Connecticut 06901
  •   203-353-0176
  •   info@bluechipfin.com

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The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maine, Massachusetts, Maryland, North Carolina, New Jersey, Nevada, New York, Ohio, Rhode Island, Texas, Vermont, Virginia and Wisconsin. Life and health insurance licenses in New York, New Jersey, Connecticut, Florida and Delaware

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