What We Do

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 reaching 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 the best 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.