Products & Services

At Blue Chip Financial, Inc., we provide assistance in the following areas:

Investment Management

  • Educational IRA
  • Company incentive stock option options
  • Tax managed accounts
  • Traditional IRA
  • Roth IRA
  • Income strategies
  • Investment Management Review
  • Asset Allocation
  • 3rd Party Money Managers
  • Complimentary Review

Qualified Retirement Plans

  • 401 (k) Start-up and Takeover 
  • 403 (b) Planning 
  • Asset Allocation and Money Management  
  • Simple Plan
  • SEP Plan
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Early Retirement Planning
  • Solo 401(k)

 


Financial Goals Planning

  • College Plans
  • Estate Plans
  • Retirement Planning

If you would like to know more about our Products & Services, please contact us at:

Blue Chip Financial, Inc.
2435 North Central ExpresswaySuite 1508
Richardson, TX 75080
Phone: (972) 669-4102
Fax: (972) 669-4105
Email: c.manthey@bluechipservices.net