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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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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 trusted 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, objective 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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Weekly Market Signals - LPL Financial 

Listen to "Market Signals by LPL Financial" on Spreaker.

 

In 2022 we expect a handoff to take place and for consumers, small businesses, and capital investments to take the baton
and help this cycle of growth continue.

 

 

Click to hear Steven describe how his clients benefit from engaging a financial advisor.

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Latest Blog Posts

Talking to your Aging Parents about Finances

Submitted by Blue Chip Financial on June 9th, 2022

For many families, finances are rarely discussed in detail, even as children mature into adulthood. But as your parents age, especially if they live into their 80s and 90s, there's a chance that they may lose their cognitive function and be less capable of managing various tasks. This can be upsetting for some parents and they may try to fight it, or deny that it’s happening.

While you may encounter some resistance, it’s important to talk to your parents about their finances and work through potential issues they may face as they age. Waiting until past due notices start piling up, or worse, your parents fall prey to a scam, can make life more difficult for everyone. Preparing now to try to prevent these problems is easier than trying to pick up the pieces after everything falls apart. Once your parents understand that you’re coming from a place of love and understanding, they will slowly come around.

Here are some suggestions for preparation steps you can take right now.

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Should You Prioritize Retirement Savings over College Savings?

Submitted by Blue Chip Financial on June 9th, 2022

As a young parent looking to the future, you may be faced with a daunting choice: do you save earnestly to secure your retirement, or save to fund your children’s education? 

It’s possible to do both, but with the cost of college education and retirement rising faster than the rate of inflation, targeting just one of those goals can be a challenge. It’s estimated that 36% of people feel that they’re falling behind on their retirement savings goals*, and if you feel similarly, you may need to assess your current goals and priorities. Here are some things to consider if you’re choosing between saving for retirement or college:

  • Read more

Should You Downsize for Retirement?

Submitted by Blue Chip Financial on May 12th, 2022

Some retirees save a great deal of money by doing so; others do not.

You want to retire, and you own a large home that is nearly or fully paid off. The kids are gone, but the upkeep costs haven’t fallen. Should you retire and keep your home? Or sell your home and retire? Maybe it’s time to downsize.

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