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
When Life Insurance Becomes Taxable
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Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
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An article on three healthcare costs that often catch retirees off guard.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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See how long a lump sum of savings could last based on your withdrawal rate and return.
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Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
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See how your current savings rate and contributions may grow into retirement income.
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See how extra payments toward your student loans could shorten your payoff timeline.
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Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
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When you retire, how will you treat your next chapter?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?

