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Mission Statement

BCFP set its sites on providing its clients with comprehensive financial planning. Our approach to personal financial planning is to obtain from you significant financial and other information, including your attitudes, goals and objectives, to analyze the information in an objective manner and develop a financial plan customized to you.

We endeavor to consistently act in the best interests of our clients and to place their interests ahead of our own. Our goal is to become your chief financial planner and to coordinate the efforts of other professionals, if needed, to complete the plan.

We want you to be educated about your financial affairs and to take an active role in managing them. Accordingly, we believe in holding annual meetings with our clients to review their financial plan. We put a great deal of time into the financial planning process for our clients. We are only interested in establishing long-term relationships with our clients.  

                

 

 


Blue Chip Financial Planning, LLC