
BlueChip Financial Advisors, LLP is a Registered Investment Advisory Firm with a mission to provide high quality, objective, professional service to our clients. We provide comprehensive financial planning services designed to build, preserve and maximize the wealth of our individual clients, corporate executives and business owners.
Our Advisors primary focus is to guide clients through the challenges of today’s difficult financial climate. With a proliferation of new investment vehicles and insurance products, the changes in retirement and benefit planning and the constant changing tax codes, we offer sound advice that can help avoid the pitfalls while helping promote personal financial security.
We firmly believe that education is paramount to keeping financially current, which is why our team holds designations such as ChFC, CLU, CFP, CPA, RFC, CFS, and CRPC to signify our commitment to ongoing education in the ever changing financial world.
In conjunction with our wealth management, we realize that Tax Planning is an integral part of Financial Planning. To meet that need, one of our Advisors also holds the CPA Designation and is available for Tax Services in conjunction with and independent of BlueChip Financial Advisors, LLP. Also, since employee benefits are equally intergral and paramount to the financial well being of individuals and businesses, we have Advisors who work as specialists in the field of Employee Benefits, both Qualified and Non-qualified.
Newsletters
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Eight Great Investing Quotes
This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.
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Phased Retirement Can Help Smooth the Transition
The article explains why a phased retirement program can be a positive experience for employees, employers, and customers.
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Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
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Indexed Annuities: Potential for Growth with Some Downside Protection
This article provides an overview of indexed annuities.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?