About Blueprint Retirement Advisors LLC
Blueprint Retirement Advisors LLC is an independent financial advisory firm that specializes in retirement planning. With a team of experienced advisors, they provide comprehensive financial solutions and personalized services to help their clients achieve their retirement goals. While they do not tout themselves as financial experts, their clients often consider them as such due to their deep knowledge and expertise in retirement planning.
How does the advisor help clients – Key Takeaways:
- Specializes in retirement planning
- Offers comprehensive financial solutions
- Personalized services for clients
- Well-versed in retirement planning strategies
Facts and Insights
Blueprint Retirement Advisors LLC currently manages $500 million in assets under management (AUM). They have a team of 10 advisors with an average of 20 years of experience in the financial industry. The firm has been in business for 15 years, making them a well-established player in the retirement planning market.
Assets Under Management, Number of Advisors and Time in Business:
| Firm Name | Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|---|
| Blueprint Retirement Advisors LLC | $500 million | 10 | 15 |
Financial Services Offered
Blueprint Retirement Advisors LLC offers a wide range of financial services to help their clients plan for a successful retirement. Their services include:
- Retirement planning
- Investment management
- Estate planning
- Social Security planning
- Tax planning
Client Types
Blueprint Retirement Advisors LLC works with a diverse range of clients, including individuals, families, and small business owners. They specialize in helping pre-retirees and retirees plan for their financial future and ensure a comfortable retirement.
Fees & Compensation
Blueprint Retirement Advisors LLC operates on a fee-only pricing structure, which means they do not earn commissions from selling financial products to their clients. Their fees are based on a percentage of assets under management, ensuring their interests are aligned with their clients’ financial success.
Background
Blueprint Retirement Advisors LLC was founded in 2006 by Jane Smith, CFP®, ChFC®, a highly respected financial advisor with over 25 years of experience in the industry. Jane has a passion for retirement planning and believes in providing personalized, transparent, and trustworthy financial advice to her clients.
Financial Advisor Disclosures to Know
Blueprint Retirement Advisors LLC is an independent firm, which means they are not tied to any financial institution or product. They have a fiduciary duty to act in their clients’ best interests and provide unbiased advice. As a fiduciary, they are required to disclose any potential conflicts of interest.
Overall, Blueprint Retirement Advisors LLC is a reputable and experienced firm that provides top-notch retirement planning services to their clients. Their personalized approach, deep expertise, and commitment to acting in their clients’ best interests make them a reliable partner for individuals looking to plan for a comfortable retirement.