Broker Check

Welcome to Blue Chip Financial, Inc.

Your choice for Wealth Management

Learn more

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Our History

Years of experience have prepared us to guide you through your life transitions.

Learn more

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Is Your Advisor Blue Chip?

Our customized programs are designed to grow, and conserve your wealth while delivering an unprecedented level of personalized service. The lifestyle you enjoy today is based on years of hard work and critical choices, choices affecting your career path, your family’s well-being, and your retirement goals.

Whether changing jobs and rolling over an IRA, have an IRA distribution question or setting up a 401(k) or profit sharing plan, we have the expertise to make sure your retirement plan fits your needs. With the many rules and exceptions available, you might unknowingly fail to take full advantage.

Learn more

Understanding Today's Financial Environment

Wealth management strategies include taking advantage of the different income opportunities available, managing portfolios to be sensitive to your suitability and income needs, and being sensitive to your tax situation. Also, we employ a tactical overlay to help manage volatility.

What’s behind our success? We get to know our clients. We keep up with the latest changes. From there, we employ a technology driven approach that combines time-tested strategies with a financially conservative frame of reference;

All of the asset classes are charted on a monthly basis for trend analysis.

Strategies and managers are measured for returns and suitability.

We routinely ask “How we can make your life better?”

That is why it makes sense to talk with us. We look forward to talking with you, your family and your advisors. Should you have any questions or would like more information about our firm, please call us at (972) 669-4102 or e-mail us.

Learn more

Have a Question?

Name
Email
Message
Thank you! Oops!