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 Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Lifestyle considerations in creating your retirement portfolio.
Information vs. instinct. Are your choices based on evidence of emotion?
It's important to understand how inflation is reported and how it can affect investments.
It may help your business be better prepared in the event of the death of a principal or key employee.
Learn about the changes the SECURE Act wrought on inherited IRAs with this concise article.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are three things to consider before dipping into retirement savings to pay for college.
An amusing and whimsical look at behavioral finance best practices for investors.
What are your options for investing in emerging markets?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Doing your research is key before buying a vacation home.
Bucket lists don’t have to be for tomorrow.