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402-873-0530

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  • About Us
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  • RJ Client Access
  • Resources
PlanningFirst Appointment ResourcesQuestionnairesResources

Planning

What do you want your future to look like?

 A tailored financial plan can help you achieve the unique future you have in mind. 

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How different types of investment income are taxed.

 Learn how interest income, capital gains, dividends and retirement income are treated at filing time. 

Learn more

Estate Planning

 

Carrying your wealth into the future starts with a plan.

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Longevity Planning

Living longer with a life well planned.

Learn more

First Appointment Resources

Important Financial Documents Checklist (pdf)

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Services Offered at BluePrint Financial Planning (pdf)

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Onboarding Flow Chart: Our Process Builds Clarity (pdf)

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Questionnaires

Budget Worksheet (pdf)

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What are your financial goals and concerns? (pdf)

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Living in retirement financial goals and concerns. (pdf)

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Looking at retirement financial goals and concerns. (pdf)

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Form fill retirement readiness 2 (pdf)

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Resources

Key Estate Planning Documents (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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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  

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. 

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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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