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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New Medicare Rules Tackle Prescription Drug Prices
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.