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Client Process

The Blueprint Design Review process helps clients evaluate financial decisions for both long- and short-term issues.  No products or strategies are recommended without careful examination of the entire financial picture. 

 Click here to see the complete process.

"Everyone has a retirement plan.

How you build that plan will determine the amount of

independence and dignity it provides."

Financial Planning

Blueprint works with individuals who have decided to take a proactive step in getting answers to their retirement questions, and want to develop a plan to make the most of their retirement resources.


Using the Blueprint Design Review process along with Retirement Analyzer software, we help clients find clear answers on the way to a strong and tax-efficient plan, with the goal of optimizing retirement income and minimizing taxes. We focus on process, not products, and only make recommendations after engaging in the process.  

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