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Investment Planning

BCFP helps you reach you financial goals through sound investment planning.

BCFP evaluates your investments based on your age and risk profile. Each new client fills out BCFP'S comprehensive data survey form. BCFP then analyzes your data survey form and presents a model portfolio to you. If you are satisfied with the portfolio, BCFP places your orders and monitors your investments.

BCFP uses fundamental and technical analysis to screen investment ideas.          

 

 

 

 


Blue Chip Financial Planning, LLC