Broker Check


“If you are planning for a year, sow rice; if you are planning for a decade, plant trees; if you are planning for a lifetime, educate people.”  Chinese proverb

At Bluprint Financial we believe one of our greatest skills is providing education.  Education is the backbone of our planning philosophy.  Through consistent listening we enjoy the discovery process of what matters the most to our clients.  This learned process allows us to guide and counsel our clients for their lifetime and their family’s future generations as well.  We also recognize and value ongoing education for all professionals associated with us.  Our team environment provides a welcome, respectful culture for challenging each other to do our very best.


Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.


Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.


Manage personal affairs while you're alive and control the distribution of wealth upon your death.


A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.


Understanding tax strategies can potentially help you better manage your overall tax situation.


Managing your money involves more than simply making and following a budget.


How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.


Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need.

Bluprint Financial do not provide tax advice. Please consult with your tax professional prior to making any tax related decisions.