Your Retirement Vision
Built With Every Moment in Mind
At Blueprint Wealth Management, your story and your goals are the blueprint. We help you build this vision from the beginning, using precise numbers to help lead the way while adding thoughtful strategies and compassion to help guide your boldest dreams and take on your biggest concerns.
At Blueprint Wealth Management, your story and your goals are the blueprint. We help you build this vision from the beginning, using precise numbers to help lead the way while adding thoughtful strategies and compassion to help guide your boldest dreams and take on your biggest concerns.
Meet the
President & CEO
Jordan Wilson, CFP®
An engineer for the first part of his career, it was a heavy-hitting family financial experience that moved Jordan Wilson into the financial services world. He is now serving his community by combining his critical skill with numbers with a passion for helping people who are just like his grandparents. Jordan and his team are ready to help.
Complimentary E-Book
Ready to Uncover Potential Tax Savings?
Download this 12-page guide to explore strategies that could help optimize taxes on your retirement income. You’ll learn:
How proper planning can help you manage the taxation of Social Security benefits
Why strategically draining taxable income from brackets with elevated tax rates can provide immediate tax savings
Ways donor-advised funds allow you to avoid capital gains taxes
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
Check Out Our Full Suite of Services
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Blueprint Wealth Management, Inc. transacts business only in states in which it is registered, or excluded or exempted from the investment adviser registration requirements of the Investment Advisers Act of 1940. Blueprint will not make follow-up, individualized responses to persons in these states that involve the rendering of personalized investment advice for compensation, unless the investment adviser has complied with, or has qualified for an applicable exemption or exclusion from, the investment adviser registration requirements of the Act. Any information on this website has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Registration of an Investment Adviser does not imply any level of skill or training nor approval or verification by the United States Securities and Exchange Commission.
Attend a Live Event
Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
Take the First Step Today
It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.