Blue Chip Financial specializes in portfolio management for individuals, families, businesses, foundations, endowments, retirement plan design and implementation, business and personal succession strategy, and insurance planning. Our service offerings include:
Investment Planning
- Determining your asset allocation needs.
- Helping you understand your risk tolerance.
- Recommending the appropriate investment vehicles to help you work toward pursuing your goals.
- Monitoring your plan.
Retirement Planning
- Determining how much you need to retire comfortably.
- Making the most of your employer-sponsored retirement plans and IRAs.
- Managing assets before and during retirement.
Estate Planning
- Reviewing your wills and trusts. Helping you preserve your estate for your intended heirs.
- Reducing exposure to estate taxes and probate costs.
- Helping with beneficiary designations.
- Coordinating with your tax and legal advisors.
Education Funding
- Recommending investment strategies to help you pay for your children’s education.
Risk Management
- Reviewing existing insurance policies.
- Recommending policy changes when needed.
- Finding a sound policy for your individual set of circumstances including life, disability and long term care.
Employee and Executive Benefits
- Helping your business attract and retain qualified employees through benefit packages.
