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Client Onboarding Session
Available Online

60-Minute Onboarding Session (Required)

This session is used for client onboarding and software setup.

1 hOnline Zoom

Service Description

During this Zoom call we will explore your approach to saving, budgeting and spending. We will also cover what you want your money to do for you today and in retirement. We will begin initial plan setup and orientation. During this session, you will be provided your personal link to our planning software and continue your preliminary input, account linking, etc. Once you complete this initial information input, you will schedule a no cost 30-minute Zoom session, please title this meeting "data review and clean-up".

Cancellation Policy

To cancel or reschedule, please manage this at least 24 hours in advance of the session booked.

Contact Details

bluprintretirement.com

bluprintretirement@gmail.com

Greenville, SC, USA

"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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