Blue Chip Planning Mission Statement
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"To alleviate threats to your future with financially based problem solving in conjunction with your attorney, accountant, banker, and other financial professionals."
Insurance Based Financial Planning
- Capitalize your own Family Bank Strategy
- Stop killing your Compounding Yield Curve
- Stop falling into the Tax Trap on your 401K
- Manage the Risk on your Retirement Funds
- Evaluate the risk of your Social Security decision
- Evaluate the risk and cost of your Life Expectancy
- Transfer Assets to family, not to Government Treasury
About Our President: Joseph DeSimone FICF, LUTCF
After graduating from the University of Arizona, Joseph studied theology at St. Johns in California, and started his 29-year career as a life insurance and tax-deferred annuity professional in 1991 with a small Catholic-Christian fraternal benefit society. The experience taught him the importance of delivering what was promised to his membership organization based on deep personal values.