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Services

Blue Chip Financial Planning is a fee only registered investment advisory firm operated by Mark J. Siekierski, CFP, CRPC, AAMS. Blue Chip Financial Planning specializes in comprehensive financial planning. 

Depending on your plan, we may need to bring in other professionals to help complete your financial plan. This may include insurance agents, attorneys, etc. You will be responsible for any compensation to these professionals. You can choose the professionals or BCFP can recommend them to you, whichever you prefer. Following is a list of core areas of financial planning that we provide:   

v    Financial Planning Process

v    Insurance (Life, Accident and Health)

v    Investment Planning

v    Income Tax Planning

v Employee Benefit and Retirement Planning

v    Estate Planning

Your account assets will be held by an independent custodian selected by us. We will not have custody of any of the assets in your account. BCFP will prepare all of the documents and forms  associated with transferring your existing accounts or opening new accounts.

The service also includes a very detailed quarterly statement with information about your account.

We feel that a fee only arrangement is the fairest means of compensation for our clients. This removes conflicts of interest that may exist when a broker is selling a commission-based product. We work for our clients, putting their interests first, and the recommendations that we provide will not have an economic benefit to us.    

 


� Blue Chip Financial Planning, LLC