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“It is only natural to view retirement as an event when, in reality, it is a stage of life likely to last longer than the time you spent in school. We find that the fear of potentially becoming a financial burden to family results in many people not fully enjoying the retirement they have earned. We take an active role in helping you prepare your bucket list, and provide the analysis required to install the confidence that you can pursue your dreams.”
Robert Steingberg
Blue Chip Partners
Founder & CEO
JD, CPA, CFP®
Effective retirement planning focuses on how to generate the annual cash flow you need to support your lifestyle.
We begin with an assessment of cash needs for retirement and fixed sources of income, including Social Security and any pension benefits. Choosing when to take Social Security and whether to elect a lump sum pension distribution can be some of the most consequential decisions you will make during retirement. These decisions must be approached strategically.
Next, we focus on identifying the right mix of planned distributions from your tax-deferred retirement accounts and your non-retirement assets. This evaluation can help reduce your tax obligations, helping to increase the longevity of your wealth.
What sets our approach apart is the individualized, professional guidance we provide to our clients.
Finance
*Blue Chip Partners, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Blue Chip Estate Planning, PLLC is a law firm that provides estate planning services to clients of Blue Chip Partners, LLC their families, and other residents of the State of Michigan. Blue Chip Estate Planning is owned by Robert Steinberg and Sarah Pangburn, both attorneys licensed to practice law in the state of Michigan. Blue Chip Tax, LLC is a wholly owned subsidiary of Blue Chip Partners, LLC that provides annual tax planning and preparation services primarily to clients of Blue Chip Partners, LLC. Services offered by Blue Chip Estate Planning, PLLC and Blue Chip Tax, LLC are provided separately by those entities and are independent of any advisory agreement with Blue Chip Partners, LLC.
