Mission Statement

At Blueprint Investments and Tax Planning, we have the client—and only the client—in mind.

Our mission is to discover and understand your needs, wants and long-term goals, and then develop, implement and monitor a "blueprint" designed to address your individual situation.

We understand the challenges families face today.  From managing debt to saving for college and retirement, these personal finance challenges can be overwhelming.  We commit to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we're not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.  All of our energy, commitment and efforts are focused on you, the client, and your satisfaction.