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 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.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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.
The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2023) included: 42,108 nominations for all rankings, based on thresholds, 22,874 invited to complete online survey, 17,996 telephone interviews, 3,859 in-person interviews at advisors’ location, 1,487 virtual interviews and 3,738 individuals considered and 1,464 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/22 to 3/31/23 and was released on 8/8/23. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=166061825fc3.
BluePrint Financial Planning
1720 S 11th ST // Nebraska City, NE 68410
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.