Blue Chip Planning offers secure retirement, estate, and hard assets retirement planning.
Joseph DeSimone FICF, LUTCF, after graduating The University of Arizona and studying theology at St. Johns in California, started his 22 year career as a life insurance and tax deferred annuity professional in 1992 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. Also, was the revelation that a true insurance professional is in the business of delivering checks at the time of the death of a client, as well as when markets, in a sense, die and crash regarding client's retirement funds. The insurance company is in business to pay claims and protect members/clients when all else fails.
With the above principles, Joseph DeSimone has protected Mom and Dad from disaster due to death, as well as protecting their money from Wall Street and the government's direct manipulation of financial markets with its awesome powers to dictate interest rates and influence banking institutions.
AREAS OF EXPERTISE INCLUDE
Retirement insurance for your sacred funds.
Retirement insurance for your pension.
Insurance and guarantees for your life.
CLIENTS HAVE TRUSTED US FOR OVER TWO GENERATIONS.
We are in the heart of Canyon Pass, residing in the unique and exclusive community of Vaquero, in Dove Mountain, near the Gallery Golf Club and Ritz Carlton Resort at Marana AZ