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 trusted 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, objective 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.
Markets are always forward looking, and LPL Research’s Midyear Outlook 2021: Picking Up Speed helps you keep your eyes on the road ahead.
Click to hear Steven describe how his clients benefit from engaging a financial advisor.
Is it time to contribute more? Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.
The 5.9% increase is the biggest COLA increase in decades.
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage. While it sounds like a no-brainer to take advantage of these benefits early,many younger employees do not participate in their employer's 401(k) plan.
It’s essential to teach your children the benefit of saving early and often to set them up for success in the future. Here are some key benefits of starting to contribute in a 401(k) in your early 20s.
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