Blue Chip Financial of Southwest Florida is dedicated to providing strategic financial planning and risk management to individuals, families and business owners. Simply put, we strive to be our client’s most trusted financial professional. We take pride in the long term relationships we’ve established based on honesty, trust, and our dedication to the highest level of client service. Whether you have investment or insurance needs, we will help you get there.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
This article explains the basics of capital gains taxes when selling a home.
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
How Long Will Your Funds Last?
This calculator can help you determine whether you should consider converting to a Roth IRA.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.