Blueprint Financial Solutions is a full service . We take our fiduciary responsibility to our clients very seriously. We work for you, not for Wall Street. We take a holistic approach to financial planning. We develop a portfolio to each client's unique needs and goals. Our company is composed of financial professionals who offer high quality insurance and financial products and services to the individual and business marketplace. We manage client's wealth utilizing either Charles Schwab or E*Trade, depending 0n the client's goals. We fully explain our advice in easy to understand terms. Your financial professional will be working with you exclusively, and is available during business hours to answer your questions and concerns. You will not call into a switch board with endless prompts and robo receptionists that connects you to a robo advisor. Your call will be answered by your advisor, or the message left for them will be returned by the end of the business day.
At Blueprint Financial Solutions. We get to know our clients, and they get to know us. We just do not work with people, your advisor becomes your trusted partner.