Bluechip Financial Planning, Inc.

Bluechip Financial Planning, Inc. is a Texas-registered investment adviser established in 1992, with Charles R. Manthey as the principal owner. The firm manages client assets on a discretionary basis totaling approximately $16,660,103 and on a non-discretionary basis totaling approximately $4,759,387. Bluechip offers financial planning services, including the presentation of a financial plan within 90 days of contract initiation. For asset management, the firm provides services through Securities America Advisors, Inc.'s Financial Advisors Program, Genworth Financial's Bluechip Investment Management Program, and SEI Asset Management Program. The minimum investment required varies depending on the program, starting at $25,000 for FAP accounts and $100,000 for SEI Program accounts. Bluechip does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. The firm's investment strategies include long-term purchases and do not involve short sales or margin transactions. Clients are encouraged to review accounts regularly, and Bluechip does not vote proxies on behalf of clients. Mr. Manthey, the President and Chief Compliance Officer, also sells securities and insurance products, earning commissions. The firm discloses potential conflicts of interest related to compensation and referral agreements. Clients are provided with detailed fee structures and are kept informed through regular reports and statements.