MORE THAN JUST INVESTING
PERSONALIZED, STRATEGIC
FINANCIAL PLANNING
PERSONALIZED, STRATEGIC
FINANCIAL PLANNING
Focused on Long-Term Goals
At BluePrint Financial Planning, personalized, strategic financial planning is our core service. It is more than just investing; it is a comprehensive approach to developing a plan for tax efficient investing, retirement income planning, education planning, estate planning, and charitable giving.
We consider:
Do you have both pre tax and post tax retirement savings?
Are you maximizing the benefits of your employer plan?
How will social security fit into a tax efficient retirement income plan?
Are you under or over insured?
Should you consider your home an investment?
What is the best way to take care of loved ones after you pass?
We can coordinate with your team of tax, legal, and insurance professionals to address questions such as these. There are so many facets of a financial strategy. But the most important question we ask our clients is: What do you want to accomplish? As a financial planner, I and my team help our clients define and pursue their unique, long-term financial goals by getting to know you as well as we know our business. Our ability to understand you is as important to your success as the skill and experience of our team.
Our Services
Retirement Income Planning
Tax Planning and Mitigation
Tax Planning and Mitigation
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Tax Planning and Mitigation
Tax Planning and Mitigation
Tax Planning and Mitigation
Education Planning
Estate Planning & Charitable Giving
Estate Planning & Charitable Giving
Estate Planning & Charitable Giving
Estate Planning & Charitable Giving
Estate Planning & Charitable Giving
Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
BluePrint Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.
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.
Links are being provided for information purposes only.
*SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Out of 5,832 advisors considered, 1000 made the final list in 2018.
For more information see www.SHOOKresearch.com
*SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com