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who we are

Blueprint Retirement Advisors LLC

Blueprint Retirement Advisors was created out of a sincere desire to use process-driven planning to help clients make the most of their financial resources. Mike Wilson––concept driver and president––offers a high level of personal service to help each client regardless of their circumstances.

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​Blueprint Retirement Advisors works closely with its clients, using the Blueprint Design Review process and Retirement Analyzer software along with strategic legal and accounting partners whenever needed.

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Click here to learn more about our core values.

Mike Wilson

PRESIDENT

In founding Blueprint Retirement Advisors, Mike Wilson builds thirty-plus years of experience advising clients about strategic financial decisions. Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards.

 

Mike's commitment to prioritizing client interests includes professional development and continuous learning. He takes his fiduciary role very seriously and advocates for his clients in every aspect of their financial life. 

 

When not working as a financial advisor, Mike enjoys fishing, cooking, and travel—and most of all, spending time with his wife and children.

EDUCATION
B.S. Production/Operations Management,
      CSU Hayward, 1984
M.B.A. Marketing, CSU Hayward, 1985
PROFESSIONAL DESIGNATIONS
Chartered Life Underwriter (CLU),
     The American College of Financial Services
Chartered Financial Consultant (ChFC),
     The American College of Financial Services

Investment Philosophy

Blueprint recommends broadly structured, index-oriented portfolios that are designed to take advantage of premium factors. These portfolios allow clients avoid hype, high fees, and hidden agendas that undermine results over time. The core philosophy of strategic asset allocation, as opposed to a tactical- or dynamic-allocation approaches, is key.

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These portfolios are built using a multi-factor approach that takes strategic "tilts" toward risk factors including (but not limited to):​​

  • Size: Premium for exposure to smaller versus larger company stocks.

  • Relative Price: Premium for exposure to value versus growth stocks.

  • Profitability: Premium for exposure to higher profitability stocks.

  • Volatility: Premium for exposure to low-volatility stocks.

  • Momentum: Premium for exposure to recently positive-price-momentum stocks.

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