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 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 well 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, California and Incline Village, Nevada 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.
Helpful Content
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
View all articles 
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
View all calculators 
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.

