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 Investment Planning BCFP helps you reach you financial goals through sound investment planning. BCFP takes an active roll in the management of your portfolio. We do not just set up your portfolio and leave it sit. We actively use asset allocation to take advantage of a changing market place. BCFP evaluates your investments based on your age and risk profile. Each new client fills out BCFP'S comprehensive data survey form. BCFP then analyzes your data survey form and presents a model portfolio to you. If you are satisfied with the portfolio, BCFP places your orders and monitors your investments. BCFP uses fundamental and technical analysis to screen investment ideas. Some of the fundamental research is provided by Value Line, Standard and Poors, and Morning Star.
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© 1996-2006 Blue Chip Financial Planning, LLC |
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