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:
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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.
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