CHIP ESTES, CRPC

                                                                                                        Chartered Retirement Planning Counselor

 

 

From working in the insurance, banking and investment industries for over ten years, I am convinced that there is a better way for you to receive financial planning and investment services. Clients too often feel trapped between either using Wall Street brokers (with their excessive fees and commissions), or a “DIY approach” with their savings and investments.​

I find that many people make significant financial decisions without proper guidance and planning—decisions that can seriously impact their futures!

I’m an analytic and because of that…

I insist on researching as many financial products and service providers as possible to find the best solutions out there for you.​

That is why I chose the Registered Investment Advisory model. I am not tied to proprietary products or sales quotas. Because I have no allegiance to a specific brokerage, and am not a captive agent to “commission only” products, I can offer you a wider selection of financial products and providers to better match your needs.

My mission is to find the best products that produce the best results for you. There are no outside interests standing between me and you, my client. As we partner together, rest assured that better things are available!​

Our client-centered relationship begins with a complementary interview. During this interview,  you get all your questions answered to decide if BTFP is the right company for you.