Company

Blue Chip Financial, Inc.was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry.

Our Commitment

Our approach with clients is straightforward;

  • On the initial meeting we get to know you, your thoughts, and your goals.  From that dialog comes an appreciation for who you are and what you have achieved, and what your hopes and dreams are for ongoing financial security.
  • For the second meeting, we design an investment solution on a complementary basis and without obligation.  Enhancing the lifestyle you have created, now and for years to come may hinge on investment decisions you make today.  Our portfolios consist of asset classes that can be designed to produce income, income with growth, or growth depending on what you investment objectives are.
  • After implementation, there is a 45 day account review meeting to make sure that we are meeting your expectations and to make any adjustments necessary at that time. We review your account statement and all the resources available such as our web site.
  • We review account statements monthly.  If changes are needed, you will receive a phone call or email.  Clients can select to have a quarterly review conducted in person, via telephone or web conference for your convenience and to incorporate family members or other family advisors to review your portfolio.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (972) 669-4102.