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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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.