
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, PFS, 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, some of our Advisors also hold the CPA Designation and are 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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Year-End 2024 Tax Tips
Here are some things to consider when weighing potential tax moves before the end of the year.
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HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy
This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.
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Are You Spending Money to Keep Stuff You Don’t Need?
One in 10 Americans leases a storage unit. But for many, it may be worthwhile to let go of unneeded belongings instead.
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Making the Most of Your Credit Card
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?