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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
When to start? Should I continue to work? How can I maximize my benefit?
The true cost of raising a child may be far more than you expect.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you know these three personal finance sayings?
Here’s a quick guide to checking to see if you have unclaimed money.
With alternative investments, it’s critical to sort through the complexity.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?