MORE THAN JUST INVESTING Nebraska City, Nebraska

TEST

402-873-0530

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

402-873-0530

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

Useful Documents

Important Financial Documents Checklist (pdf)

Download

Appointment Flow for New Clients (pdf)

Download

Services Offered at BluePrint Financial Planning (pdf)

Download

Questionnaires

Budget Worksheet (pdf)

Download

What are your financial goals and concerns? (pdf)

Download

Living in retirement financial goals and concerns. (pdf)

Download

Looking at retirement financial goals and concerns. (pdf)

Download

Form fill retirement readiness 2 (pdf)

Download

Resources

Key Estate Planning Documents (pdf)

Download

Capital Access Guide (pdf)

Download

Selling a business (pdf)

Download

Loss of a loved one (pdf)

Download

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. 

Tax Efficiency

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

How different types of investment income are taxed.

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

Inflation and Retirement

 Top strategies for planning for and responding to inflation during retirement. 

Roth Conversions

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

Longevity Planning

Living longer with a life well planned.

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. 

 CFP® | Certified Financial Planner™ | CFP Logo
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. 

Privacy policy   

brokercheck.finra.org    

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