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AFFORDABLE TRANSPARENT PRICING

Dollar Bills

Discovery Session / Package Selection / Onboarding Session

Self-Managed or Comprehensive Guided Planning

  • Self-Managed Monthly Plan

    35$
    Every month
    +$299 Onboarding and software setup
    Designed for do-it-yourselfers (DIYers) or more experienced planners. Retirement planning at your own pace with professional tools and resources.
     
    • Note: Client-level-only access to Income Lab provided.
    • Package requires an onboarding session (noted above).
    • Package includes two, in-depth 30-minute setup sessions.
    • Limited no-charge 15-30-minute Zoom sessions for questions.
    • Ad hoc chat and email question support.
    • In-depth topic/planning support available as an add-on.
    • Access to all posted articles and "Members Only" guides.
  • Best Value

    Self-Managed Annual Plan

    360$
     
    +$299 Onboarding and software setup
    Designed for do-it-yourselfers (DIYers) or more experienced planners. Retirement planning at your own pace with professional tools and resources. 15% off vs. monthly plan (excluding setup).
    Valid for 12 months
    • Note: Client-level-only access to Income Lab provided.
    • Package requires an onboarding session (noted above).
    • Package includes two, in-depth 45-minute setup sessions.
    • Limited no-charge 15-30-minute Zoom sessions for questions.
    • Ad hoc chat and email question support.
    • In-depth topic/planning support available as an add-on.
    • Access to all posted articles and "Members Only" guides.

  • Comprehensive Guided Planning

    3,250$
     
    This planning package provides guided planning services as listed below and within the "Process" section of this site.
    Valid for 12 months
    • Note: Client-level-only access to Income Lab provided.
    • Discovery meeting to validate if BluPrint is a good fit.
    • Understand your personal and financial circumstances.
    • Identify and select goals.
    • Analyze your current actions and potential alternatives.
    • Develop the retirement-planning recommendations.
    • Present the recommendations.
    • Implement your plan with BluPrint support.
    • Monitor the implemented plan.
    • Update via future paid 60-minute in-depth planning sessions.
    • Access to all posted articles and "Members Only" guides.
    • Note: Plan development generally occurs over 8 weeks.

  • 60-Min. In-Depth Topic Planning Session

    150$
     
    60-minute in-depth topic/planning Zoom session. Available if enrolled in one of the Self-Managed BluPrint plans. Topics including, but not limited to, items listed below.
     
    • 60-minute session conducted via Zoom.
    • Evaluate tax-efficient distribution strategies.
    • Evaluate Roth conversion opportunties.
    • Explore Social Security claiming decisions.
    • Establish a retirement paycheck.
    • Required Minimum Distribution (RMD) and IRMAA strategies.
    • Charitable giving strategies (e.g. DAF, QCDs, etc.).
    • Asset allocation and location review and education.
    • Validate retirement readiness.

BluPrint Retirement, LLC complies with all Federal and State services subscription "Auto-Renewal" rules and cancellation policies.

"Important Disclosures" and/or "Legal Information.": 

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BluPrint Retirement, LLC (“BluPrint,” "we," the “Firm") is a retirement income planning adviser which provides true flat-fee, advice-only customized retirement income strategy services, with a strong emphasis on tax planning, tax optimization, tax-efficient distribution, and cash flow management. Our services are offered in accordance with the applicable regulations in South Carolina and other relevant jurisdictions.

 

All opinions and estimates constitute BluPrint Retirement, LLC judgment as of the date the content or information was printed and are subject to change without notice. BluPrint does not warrant that the content or information will be free from error. The content or information should not be relied upon for purposes of transacting securities or other investments. Your use of the content or information is at your own risk. Under no circumstances will the Firm be liable for any indirect, direct, special or consequential damages that result from the use of, or the inability to use, the content or information provided or included within, even if a BluPrint authorized representative has been advised of the possibility of such damages.

 

Please remember that nothing on this website should be construed as personalized financial, tax, or legal advice. All written or presented content or information on this site is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This content or information in any form should not be relied upon as the determining factor in a financial decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made by BluPrint Retirement, LLC, in the future, will be profitable or equal the performance noted in this content.

 

The content or information provided or included within, is “AS IS” and without warranties of any kind either expressed or implied. To the fullest extent allowed by law, BluPrint Retirement, LLC disclaims all warranties, expressed or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Content, information or material provided or included within, is believed to be from reliable sources and no representations are made by the firm as to another party’s informational accuracy or completeness. All information or ideas provided or included within, should be discussed in materially, sufficient and/or required detail with your advisor, accountant, tax professional or legal counsel prior to use or implementation.

 

Use of any content, information or ideas provided or included within, by BluPrint Retirement, LLC is for general information only and does not represent individualized or specific tax advice, either expressed or implied. You are encouraged to seek professional guidance with an advisor, accountant, tax professional for income tax questions or legal counsel for any or all questions and assistance.

 

Image Sourcing: Certain images, charts, and data visualizations displayed on this website are used with permission from © Income Laboratory, Inc. These images are used for illustrative and informational purposes to demonstrate potential financial concepts and analyses, and should not be considered a solicitation or recommendation for any specific financial product or strategy.

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