Blue Chip Financial offers planning, investment, and insurance solutions to meet the objectives of our clients. As a fiduciary acting in the best interest of our clients, we strive to provide financial direction, understanding, and confidence. Blue Chip Financial serves both individuals and businesses. As an independent firm, we have no obligation to any one company and do not receive incentives for product sales. This enables us to search the marketplace for the best solutions to accommodate the needs of our clients. By providing cost-sensitive fee-based services, we do not profit from buying and selling. Rather, the success of Blue Chip Financial is directly tied to that of our clients. 

Planning services include: Retirement Income Planning, Estate Planning, Wealth Transfer, Wealth Preservation, Charitable Giving and Social Security Strategies. 

Investment services include: Managed Portfolios, Mutual Funds, Alternatives to Bank CDs and 529 or UTMA Accounts.

Insurance services include: Annuities, Term & Permanent Life, Medicare Supplements, Long-Term Care and Disability.

Blue Chip Financial

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Blue Chip Financial

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