Our passion is driven by values and value, just like you!
Welcome. We’re Bluprint Financial. We help our clients build dynamic plans for their financial success. Engaging clients to understand how their values interact with their personal economics, clarifying what personal fulfillment means to them. We provide education on retirement planning, ongoing family protection, college savings and leaving a legacy you are proud of.
When awareness expands, events that seem random actually aren’t. A larger purpose is trying to unfold through you. When you become aware of that purpose – which is unique for each person – you become like an architect who has been handed the blueprint. -Deepak Chopra
Our professionals ask the right questions to understand your world view and how you define success. What does “enough” look like to you? Is your blueprint ready for the future? Discover your unique lens to financial contentment today.
Furthering Education and continual improvement is a focused commitment for both us and our clients.
EducationHelpful Content
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Surprises
Making the most of surprises is a great reason to work with us.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.