BlueChip Financial Advisors, LLC 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, LLC. 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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The Employment Situation: A Closely Watched Report
Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.
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What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
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Separately Managed Accounts: Tax-Efficiency and Tailored for You
With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
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Making It Make Sense: The Roth 5-Year Rule
Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.
Calculators
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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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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Savings Accumulation
Estimate the future value of your current savings.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?