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
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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.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Your credit score may influence how much you pay for auto and home insurance.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Read this overview to learn how financial advisors are compensated.
Learn about the rise of Impact Investing and how it may benefit you.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, cracking the code on bonds.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
An amusing and whimsical look at behavioral finance best practices for investors.