slide background WE ARE BLUEPRINT FINANCIAL GROUP LLC

Personal Investment Management & Retirement Planning

At Blueprint, we pride ourselves for being able to deliver a wide range of solutions to our clients. We are passionate about numbers and analytics. Our strategies are often implemented utilizing both fundamental and technical analysis. We believe our rigorous approach will continue to produce favorable results. Learn More About Us slide

Quality Services

Valuable Insight

Strategic Planning

Reliable Support

WHO WE ARE

Our Mission

Founded in 1984, Blueprint Financial Group is a true independent investment and financial planning firm built on the foundation of sound ethics, accountability, and deep integrity. We are free from conflicts of interest and are not beholden to any organization, investment company or products. This enables us to guide our clients toward their financial goals with the financial security they consider critical.

Richard Eller

Founder & President

Your dreams, goals, and aspirations require a true, mapped-out blueprint to be successful. At Blueprint Financial Group, that’s our job. Our primary goal as a company is to help you get past the anxiety, confusion, and doubts you may have regarding your ability to achieve your financial objectives. We ask the right questions and engage in meaningful conversation. We then create, execute, and monitor your plan — your blueprint to succeed with your objectives with confidence.

BLUEPRINT FINANCIAL GROUP

We Operate With a 5-Point Mission:

One

Understand your personal and financial situation.

Two

Understand your views, attitudes, likes, and dislikes.

Three

Understand your core values.

Four

Understand your knowledge and comfort about economics and your finances.

Five

Understand your preference in communication.

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    Our Blogs

    What is a Revocable Living Trust? 

    A Revocable Living Trust is a document that specifies how you want your property to be distributed after your death. It’s also called an “inter vivos” trust because it’s created while you’re still alive and living, so it can be changed anytime during your lifetime. Revocable Living Trusts are well suited to many types of […]

    The Good and Bad of Retiring Early

    When it comes to retiring early, some of the benefits are obvious. You get to live your life without the constraints of work, and you can pursue your own interests. But there are other good reasons for retiring early, and there are some reasons why retiring early is not the greatest idea. Your Dedication is […]

    Planning to Work Past Your Retirement Age? 

    Longevity and the Retiree According to The Centers for Disease Control and Prevention, almost 75,000 Americans are centenarians, that is, they are more than 100 years old, and this aging demographic is having a dramatic impact on the labor pattern in the U.S. Rather than retiring at the traditional age of 65, more than 30 […]

    Top 7 Life Insurance Myths Surrounding Retirement Planning 

    Life insurance myths are some of the most persistent misleading misinformation affecting people planning retirement. These analytics are commonly severely lacking in adequate research to back up popular perceptions. Consequentially, a few have fallen into avoidable financial traps. Insurance has the potential to be the strongest plan with the right guidance.  Benefits of utilizing life […]

    Are There Different Sources of Income for my Retirement? 

    Retirement income is a topic that must be carefully discussed with your financial advisor to determine the best possible route for you. There are many sources of retirement income, and some work better for you than others. Having different sources of income for your retirement will mean you won’t be as dependent upon any single […]

    Retirement Budgeting During Inflation 

    As people get older, they often begin to think more about retirement. For many, this is a time to relax and enjoy the fruits of their labor finally. However, retirees must be mindful of their finances, especially during inflation. With the cost of living increasing, it cannot be easy to maintain the same standard of […]

    Ways to a Happy Retirement 

    For a happy retirement, you need to have an income that will sustain the lifestyle you want. If you’re getting a pension from work or someone else’s work like your spouse, then congratulations – you’re all set! But if not, it can be challenging for people to imagine how they will afford their old age […]

    Has Covid – 19 Affected Americans’ Retirement? 

    It’s been just a few months since Covid-19, the novel coronavirus, made its debut on the world stage and sent shockwaves through economies and societies around the world. One of the most immediate concerns has been how the outbreak will impact people’s retirement plans. In this blog post, we’ll take a look at some of […]

    Retirement Income and Your 401K: New Ways to Create Retirement Income and Make Your 401K Pay Off Like a Pension Plan 

    Are you worried about your retirement income? You’re not alone. Many people are concerned that they won’t have enough money to live on in retirement. One way to help ensure a comfortable retirement is to ensure your 401k is working for you. In this article, we’ll discuss ways to make your 401k pay off like […]

    Don’t Worry if You Aren’t Ready for Retirement

    Don’t worry too much about the retirement age, retirement benefits, and the ways to save for that special day when it all ends. The great news is you don’t have to be ready to retire to enjoy life as long as you can live a healthy lifestyle and avoid common financial mistakes. Here’s some good […]