YOU DESERVE MORE THAN EMPTY PROMISES
There’s not much worse than being excited about a new relationship only to find out it wasn’t what it promised to be. Whether it’s buying a new car, moving to a new neighborhood, finding that perfect partner, or choosing who to trust with your financial future, you want to know you will be treated just as well “after you sign on the dotted line.” That is why Blueprint Wealth Management takes great care to engage, educate, entertain and empower you throughout your lifelong relationship with our team.
With nearly 100% client retention – an achievement that’s almost unheard of in the financial services industry – our dedication speaks for itself.
WHAT'S IT LIKE TO BE A BLUEPRINT WEALTH MANAGEMENT CLIENT?
We bet that it’s unlike anything you've experienced from a wealth management firm. It’s been said that the No. 1 reason people change their financial relationship is due to lack of communication from their advisor. That won’t happen with our team. Throughout the year, we present a multitude of opportunities to connect with us, including reviewing your “Financial House” portfolio and learning about topics of interest to you that allow us to make decisions that benefit you and your family.
A YEAR IN THE LIFE WITH BLUEPRINT WEALTH MANAGEMENT
When you work with us, you’ll receive personalized service, constant communication and a proactive approach to managing your financial future. At Blueprint Wealth Management, we commit each year to keeping you engaged, educated, entertained and empowered as you work toward your financial goals.
Engaging
Count on us to keep you informed, connected and engaged every step of the way.
- Dedicated service team to answer questions and assist you with any service requests
- Blueprint’s Weekly Market Comment, packed with news that impacts you
- Bi-monthly newsletter with tips for living a happier, healthier life while keeping you in the loop on everything we offer
Educating
Our events are designed to equip you with the knowledge you need to make informed and confident financial decisions.
- Retirement Income Puzzle Workshops
- Monthly Lunch & Learn Webinars: Covering timely investment topics tailored to the current state of the market
- Two to three investment symposiums: Past events include bestselling authors, industry leaders, and discussions of investment philosophy and market updates/commentary
Entertaining
We believe relationships flourish when we share experiences together. Here are some of our past events:
- Winter Event: Wine Tasting
- Summer Event: BBQ Cookout
- Fall Event: “Oktoberfest” Beer Tasting
- New Client & Referral Dinners
Empowering
Your financial progress is our top priority, and we’ll provide the tools and insights to help you stay on track.
- Quarterly Progress Reviews: Each focused on different areas to ensure your portfolio aligns with your goals
- Investment Alerts & Insights: Keeping you tuned in to the economic environment
- Client Portal Access: Real-time updates on all your investments, including those managed outside of Blueprint
- Technology Integration: Hear about the latest financial technology, including artificial intelligence (AI), designed to enhance the client experience by providing interactive financial planning features and tools
- Annual Tax Checkup: Regularly review your tax strategies, so you pay only what you owe
EVERY HOME BEGINS WITH A BLUEPRINT. YOUR RETIREMENT SHOULD, TOO.
Make this year the start of something extraordinary.
Schedule your consultation today and take the first step toward a brighter financial future. Whether you’re planning for retirement, growing your wealth or setting goals for the future, we’re here to help.
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.