is Blue Chip Financial Advisors, LLC?
are a Registered Investment Advisory firm located in Knoxville,
Tennessee, offering fee-based services. We create and help implement
comprehensive feasibility studies and financial plans for our clients,
often using proprietary or patent-pending strategies to enhance
the asset protection and wealth accumulation we help our clients
achieve. Acting as "project manager," we specialize in coordinating
the efforts of specialists in several financial disciplines for
the benefit of our clients. For certain clients, we also offer Senior
Settlement services. For more information on Senior Settlements,
see our Life Settlements page.
would someone need a "project manager" for their financial
the complexity of a person's financial life increases, they typically
look to a host of advisors for help—lawyers, accountants,
insurance agents, financial planners, stock brokers, trust officers,
etc. Eventually, if the efforts of these advisors are not coordinated,
things become unnecessarily complex and more confusing. Often what
one advisor has put into place does not work well with what another
do you go about helping your clients?
generally help our clients in one of the following ways:
work with your current advisors (accountant, attorney, etc.)
to make sure that their work is coordinated both with one another
and with our suggestions regarding achieving your goals.
you are not currently working with competent and trusted advisors,
we will make recommendations. Blue Chip Financial Advisors,
LLC, has created strategic alliances with top accounting firms,
third-party administrators, attorneys and other financial professionals.
Through these alliances, we are able to provide each of our
clients with a team of professionals uniquely suited to their
working with your current advisors or those we recommend, we
are generally in attendance at meetings with our client and
each advisor to make sure each move is coordinated within the
framework of the entire "big picture" of what the
client wants and needs.
is the cost?
is never a charge for our initial consultative meeting, during which
we get feel for the client's current situation and suggest ways
in which we might help. Our fee is dependent upon the complexity
of the client's situation and we and the client agree on the amount
of the fee before we begin working for them. Even with our modest
fee, our clients often find that their overall expense is less than
if they were trying to coordinate the work of the specialists on
their own. Extra billings caused by redundancies and changes are
experience for yourself the simplicity and peace of mind that result
from the services of Blue Chip Financial Advisors, LLC, contact