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.
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.
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.
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.
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.
Listen to "Market Signals by LPL Financial" on Spreaker.
LPL Research Midyear Outlook 2022: Navigating Turbulence delivers market insights on what we can expect in the economy, policy, stocks, and bonds for the rest of 2022.View the complete publication.
Click to hear Steven describe how his clients benefit from engaging a financial advisor.
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is better than no decision at all."
What has changed for you in 2022? This year has been as complicated as learning a new dance for some. Did you start a new job or leave a job behind? That's one step. Did you remarry? There's another step. Did you retire? That's practically a pirouette. If notable changes occurred in your personal or professional life, you might want to review your finances before this year ends and 2023 begins. Seeking to have all the right moves in 2022 might put you in a better position to tango with 2023.
What can you do to help your heirs?
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