HOW WE HELP
INDIVIDUALS
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.
"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.