Broker Check
Chip Bloch

Chip Bloch

Financial Advisor | Minneapolis, MN

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Chip Bloch is a financial advisor based out of Mankato, MN, specializing in insurance, investment and income planning. He’s originally from Forest Lake, MN and has spent his whole life working and playing between the great states of Minnesota and Wisconsin. After graduating from the University of Wisconsin – La Crosse, he jumped right in to the financial services industry and began working directly with people of all ages, helping them better align their money with their values. With access to some of the best insurance and investment companies in the country, Chip offers tailored solutions to his clients’ unique needs and goals.

Comprehensive, risk-based financial planning is the central idea behind all of the work Chip does with his clients. He seeks to understand, educate, connect, THEN implement. Understanding what people care about and how they frame their decision-making is the essential first step to providing truly impactful recommendations. This understanding is what empowers Chip to help you where you are today, and identify unique opportunities and potential problems of the future. Planning for the future takes collaboration. And the creation of relationships formed through this process is the most fulfilling aspect of Chip’s work. 

As Chip seeks to grow his core client base, he continues helping individuals and families with any one-off financial needs they may have. Here are some areas where he can help…

  • Work Benefits Review – Understand your 401k/403b, disability/life/health insurances, etc.
  • Savings Strategy Review – When and where to save for your short-, mid-, and long-term goals.
  • Social Security Analysis – Maximizing your social security strategy and planning when to elect.
  • Retirement Income Planning – How to fund your retirement income and where Soc. Sec. fits.
  • Life Insurance – Determine your insurance needs/wants and review what you currently have.
  • LTC Planning – Address your long-term care risk and understand your options for funding.
  • Macro Tax Planning – Review your current tax strategy and ways to reduce your lifetime tax bill.

With a recent promotion to husband and now father, Chip spends most of his free time with his fun-loving family. They enjoy golfing, fishing and visiting with friends and family. Chip is also an avid Wisconsin sports fan and loves watching his Packers and Badgers (and brainwashing his daughter in hopes she’ll someday love them to).

Chip, his team at Futurity First, and his strategic partnerships with professionals working in other areas of personal finance, are well-equipped to help with any financial inquiries. If you’d like a free consultation or just have a quick question for Chip, reach out to him directly using the contact info above.