MORE THAN JUST INVESTING
Our business is people and their financial well-being.
Our business is people and their financial well-being.
MORE THAN JUST INVESTING
Our business is people and their financial well-being.
Our business is people and their financial well-being.
We believe planning and advice should go well beyond simple asset allocation. It’s about your entire life and managing the complexities that come along with it. All the twists, turns, ups and downs.
At BluePrint Financial Planning in Nebraska City, we develop a comprehensive plan for tax efficient investing, retirement income planning, education planning, estate planning, and charitable giving.
We consider:
We can coordinate with your team of tax, legal, and insurance professionals to address questions such as these. There are many facets of a financial strategy, and our comprehensive planning process brings clarity and defines what you can do now to work towards your plans for the future.
The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
(402) 873-0530
1720 S 11th ST // Nebraska City, NE 68410
Open Monday through Friday, 8:00 to 5:00, and by appointment.
Closed the following market holidays:
New Year's Day, Martin Luther King, Jr, Day, Washington's Birthday, Good Friday, Memorial day, Juneteenth,
Independence Day, Labor Day, Thanksgiving Day and the Friday following, Christmas Eve at noon, and Christmas Day.
BluePrint Financial Planning
402-873-0530
1720 S 11th ST // Nebraska City, NE 68410
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. BluePrint Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC . Investment Advisory services offered through Raymond James Financial Services Advisors, Inc.
CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
https://www.raymondjames.com/legal-disclosures