Design A Blueprint for Your Financial Success
At BluePrint Investments and Tax Planning, we work with individuals, business owners, and charitable organizations looking to take control of their finances and start pursuing their goals. We operate under the assumption that every client is unique and because of this, we create portfolios that are strictly tailored to clients’ risk tolerances, amount of assets and both short and long term objectives. Our firm provides portfolio management designed to precisely fit each client’s needs, and we work closely with them beyond creating their investment strategies. Our mission is to help clients achieve their goals and retirement dreams through solutions individually tailored for them.
Our firm specializes in custom quantified risk management of portfolios with a diligent reduction in costs. Our clients can be confident that their portfolios are built expressly for them with vigilant efficiency. This also holds true for our retirement plan clients who use 401(k)s and benefit from tax savings with the industry's best kept secret of Cash Balance Plans. Explore our site to find out exactly how we can build you a more suitable portfolio at a lower expense and save you on taxes while doing so.
Our offices are located in Sacramento and Valley Springs, California, but we serve clients throughout the nation. We invite you to reach out today and discover how BluePrint Investments and Tax Planning can help you build a blueprint for your financial success.
Your Goals. Your Retirement. Your Solution.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
In the face of divorce, making changes to insurance coverage may be overlooked.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Being healthy not only makes you feel good, it may also help you financially.
One of the most common questions people ask about Social Security is when they should start taking benefits.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you know these three personal finance sayings?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
If you died, what would happen to your email archives, social profiles and online accounts?
Women must be ready to spend, on average, more years in retirement than men.
When do you need a will? The answer is easy: Right Now.