5 Retirement Concerns Too Often Overlooked
Submitted by Blue Chip Financial on September 13th, 2022Baby boomers entering their “second acts” should think about these matters.
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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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