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TEST

402-873-0530

  • Home
  • About Us
  • Working with an Advisor
  • RJ Client Access
  • Resources

Useful Documents

Services Offered (pdf)

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Financial Document Checklist (pdf)

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Meeting Flow (pdf)

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Looking at Retirement Questions (pdf)

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Thinking About Goals Questions (pdf)

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Living in Retirement Questions (pdf)

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Client Review Questionnaire (pdf)

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Budget Worksheet (pdf)

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Resources

Key Estate Planning Documents (pdf)

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Retirement Readiness Worksheet) (pdf)

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Capital Access Guide (pdf)

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Selling a business (pdf)

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Loss of a loved one (pdf)

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2022 Year-End Tax Planning Worksheet (pdf)

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Planning

Sorting through complicated compensation plans

 Managing earnings tax efficiently may be just as important as the compensation package itself. 

Plan for Income During Retirement

What can you do now to prepare for tax efficient withdrawals during retirement?

Which education expenses are considered qualified?

 Learn more about what the savings in a 529 plan can help pay for. 

Does Your Business Qualify for This Notable Tax Deduction?

 Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction. 

Roth Conversions

This may be a strategy that could work for you, but it's complicated,

For Better or Worse, Discuss Your Estate as a Couple

Consider these five estate planning to-do’s.

Media

Roth Conversions:  Right for Everyone?  Think Again

Link to FORBES article

BluePrint Financial Planning

  (402) 873-0530

 kiel.vanderveen@raymondjames.com 

 1720 S 11th ST //  Nebraska City, NE  68410  

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. 

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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. 

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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.

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*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