Get on the Road to Financial Freedom! Regardless if you are a Bull, Bear, or a Chicken ! We make it easy to show you how.

We Offer Financial Strategies for Private and Corporate Clients

DeSimone Blue Chip Planning, LLC. has been building personal financial relationships with retirees and business owners since 1992. We believe that simplifying complicated financial processes ensures success.

Our Difference

  • Our Favorite Strategy is Optimizing Interest Earned While Protecting Principal
  • We Are Committed to Meeting and Knowing Our Clients on a Personal Basis
  • We Are Dedicated to Protecting the Principal Amount of Our Clients’ Funds
  • We Believe in Making Business a Noble Process and Not a Rash Decision
  • We Utilize Strong Financial Reserves to Protect and Insure Client Funds

Clear business principles and practices eliminate much of the endless and tireless searching for financial information, which in the end, never really addresses core and personal client concerns. We are independent professionals who are not held captive by any one company's product, strategy or sales goals. We are therefore successful in liberating you from unacceptable interest rates you may be receiving.

 

About Our Owner: Joseph DeSimone FICF, LUTCF

 

After graduating from the University of Arizona, Joseph studied theology at St. Johns in California, and started his 25-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.