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.


Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.
 
A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion.
 
Investments products and services available only to residents of : California (CA), Colorado (CO), Florida (FL), Georgia (GA), Illinois (IL), Massachusetts (MA),  North Carolina (NC), New Mexico (NM), North Carolina (NC), Oklahoma (OK), Oregon (OR), South Carolina (SC), Texas (TX)
 
Fee-based advisory services are available only to residents of : Texas (TX)
 
We are licensed to sell insurance products in the following states of: Texas (TX)