Welcome to Blue Chip Financial, Inc.

Is your advisor Bluechip?

If you have been looking for financial balance, maybe you deserve to be a Blue Chip client.

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.

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 email us.

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Become a Client

Becoming a client with us is as easy as it is rewarding. 
Click here to fill out our information request form and we will contact you shortly.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.