We partner with independent service providers who have your best interest at the heart of their mission. Our independence is vital, but consistent collaboration is diligently cultivated to ensure our ability to deliver comprehensive solutions for your future. Each partner serves as a key contributor in their area of specialty.
Our Clearing Firm
We work with a leading custodian to help ensure efficient and effective custody and clearing of your investments. In short, they help us buy, sell, maintain and monitor your investment portfolio.
The TD Ameritrade Institutional Difference
TD Ameritrade Institutional* is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based independent Registered Investment Advisors (RIAs) and their clients. They deliver smart operational solutions, innovative technology, customized practice management and flexible investment solutions, all with one goal in mind—impeccable service. As steadfast advocates for independent advisors, TD Ameritrade Institutional continually speaks out to ensure that RIA needs and their clients' needs are always considered within the regulatory environment. Their collaborative approach and innovative technology solutions ensure that we spend less time navigating a one-size-fits-all solution and more time focused on exceeding your expectations.
*TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC.
Independent Insurance Agencies
We partner with many leading independent insurance brokerage agencies to help you choose the best solution for you and your family, not a standard product pulled of the shelf of a captive agency. We are not bound to a captive insurance company and literally have access to dozens of insurance companies maintaining our loyalty to you and NOT a corporation. We customize family and business protection scenarios for each individual situation. These brokerage agencies offer solutions for annuities and life, health, disability, and long term care insurance in addition to advance planning for large estates and our business clients. Although insurance isn’t the most exciting part of your financial plan it can be a welcome blanket of security.
A commitment to Professional Collaboration
We maintain a network of other financial professionals providing a wealth of knowledge for ourselves and our clients. These professionals include CPAs/Tax Experts, Estate Planning & Elder Care Attorneys, Property and Casualty Insurance Agents, and many others. At Bluprint Financial we look forward to fostering a relationship with your existing professionals, creating a well-balanced team with diverse perspective.