top of page

CLIENTS ARE ALIGNED WITH OUR CORE PHILOSOPHIES

Clean Beach

HOW WE THINK

BluPrint Retirement thinks of you as a partner. We listen to you and collaborate with you. We believe it's important that you understand and share our core philosophies. Our ideal clients are either DIYers or those seeking guided planning. They embrace simplicity, cost-effective planning, personal education, and are willing to implement their financial plan with our help. We desire a relationship built on trust.

OUR CORE PHILOSOPHIES

Elementary school

SIMPLICITY OVER COMPLEXITY

We believe that understanding your retirement readiness, building a resilient plan, utilizing proper asset allocation and location with passive, low fee ETFs or mutual funds shouldn't be complex. With advanced tools and guidance, complexity can be replaced with simplicity.  

Computer Chip

COST-EFFECTIVE PLANNING

Effective planning for retirement should not only be available to the ultra-weathly. With the advancements in planning techniques, tools and technology, a cost-effective, reality-based solution exists.  

Studying in a library

EDUCATION IS EMPOWERING

We want you to fully understand our recommendations and advice. If you learn how to manage your own finances, you control your destiny with financial freedom. People do not fail in retirement, they adjust.

OUR TYPICAL CLIENT PROFILE:

  • 50 or older, single or married;

  • Within 15 years of retirement, currently retired and/or those needing to establish a retirement paycheck;

  • Accomplished savers, professionals, mid- to high-earners;

  • In search of access to professional retirement-planning technology, tools and resources;

  • Approximately $400K+ in investable assets (includes Brokerage accounts, 401k, IRAs, etc.);

  • Comfortable working remotely with BluPrint, as we are a remote-only business; 

  • Will have Social Security and maybe a defined-benefit pension plan;

  • Aligned with BluPrint's core philosophies outlined above;

  • Seeking comprehensive, guided retirement planning or prefer a self-managed DIYer's approach with support;

  • ​Doesn't own private investments (e.g. hedge funds, private equity funds, partnership interests, private loans, commercial land);

  • Are not in the F.I.R.E. (Financial Independence, Retire Early) process of leaving the workforce younger than in their 50s;

  • Comfortable with technology (enter data into online forms, upload documents via a secure portal, use Zoom, etc.);

  • Manage their own investments but need other retirement-planning assistance;

  • Comfortable with the BluPrint process, approach and structure. We don't: sell annuity or insurance products; advise on, manage, or sell specific investments; or provide detailed professional tax or legal advice. Our planning does highlight potential tax consequences of our recommendations and we educate on general investment approaches based on station in life. 

Important Disclosures and Legal Information

​

BluPrint Retirement, LLC (“BluPrint,” “we,” or the “Firm”) provides flat-fee, advice-only retirement income planning services, including discussions of cash flow, tax-efficient distributions, and estimated tax effects. BluPrint does not manage client assets or recommend the purchase, sale, or holding of particular securities. The services provided to an individual client are defined by that client’s written engagement agreement.

 

Unless otherwise attributed, opinions and estimates prepared by BluPrint reflect its judgment as of the date published and are subject to change without notice. Articles, research, and other materials attributed to third parties reflect the views of their respective authors. BluPrint makes those materials available for general informational purposes. Their inclusion does not constitute BluPrint’s independent verification, approval, or endorsement of their contents.

​

Content on this website is provided for general informational and educational purposes. Viewing it does not establish a client relationship or constitute individualized retirement planning, investment, tax, accounting, or legal advice. Website content is not an offer, solicitation, or recommendation to buy, sell, or hold any security, financial product, or other investment, and should not be relied upon as the sole basis for a financial decision. Past performance does not guarantee future results. Financial projections and estimates depend on assumptions and may differ materially from actual outcomes.

​

Although a paid engagement may include discussion of estimated tax effects, the scope of any such discussion is governed by the applicable written engagement agreement. Website content does not constitute tax-return preparation, a formal tax opinion, or legal advice. Before implementing a strategy discussed on this website, consider whether advice from an appropriately qualified professional is needed for your circumstances.

​

To the fullest extent permitted by applicable law, website content, including third-party materials, is made available “as is.” BluPrint makes no representation or warranty, express or implied, concerning its accuracy, completeness, timeliness, or suitability for a particular purpose. To the fullest extent permitted by applicable law, BluPrint disclaims liability for indirect, incidental, special, or consequential damages arising from the use of, inability to use, or reliance upon website content. Nothing in these disclosures limits, modifies, or supersedes BluPrint’s obligations under a written client engagement agreement or excludes liability that cannot lawfully be excluded.

 

Image Sourcing: Certain images, charts, and data visualizations on this website are used with permission from © Income Laboratory, Inc. They are presented for illustrative and informational purposes and do not constitute a recommendation or solicitation concerning any particular financial product or strategy.

bottom of page