An estate takes lifetimes to build but can be lost in the blink of an eye. Most of us don’t imagine assets that took decades to accumulate being drained in a few short years, but in some cases this is exactly what happens. Here are some of the top risks to an estate and some easy ways to manage those risks. It’s important to note that all these risks, and the strategies to deal with them, are best dealt with while the person looking to leave a legacy is still alive and healthy. It’s far more difficult, if not impossible, to protect an estate “after the fact”.
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.
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.
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, objective advice designed to help our clients achieve financial confidence. This is what you can expect from Blue Chip Financial.
Weekly Market Signals - LPL Financial
Click to listen to the latest episode of Market Signals, a podcast hosted by LPL Financial Research Chief Investment Strategist, John Lynch, and Senior Market Strategist, Ryan Detrick as they discuss current market trends and share insightful projections on a weekly basis.