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.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
An inside look at how marginal income tax brackets work.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Lifestyle considerations in creating your retirement portfolio.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
That big list of dreams and goals isn't the only way to look at your bucket list.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A bucket plan can help you be better prepared for a comfortable retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn how to harness the power of compound interest for your investments.