Financial Planning
Navigating Uncertainty
A Fiduciary Perspective on Today’s Market and Retirement Landscape As a Fiduciary-based advisor my role is to help clients cut through the current headlines noise,
A Fiduciary Perspective on Today’s Market and Retirement Landscape As a Fiduciary-based advisor my role is to help clients cut through the current headlines noise,
Make Informed Decisions & Avoid Costly Mistakes! A University of Michigan study found that 22% of retirees regretted it when they claimed benefits, and 21.4%
As seniors transition into retirement, choosing the right insurance coverage is crucial for financial security. Experts recommend considering both Long-Term Care Insurance (LTCI) and Medicare
Welcome to 2025—somehow, it got here faster than expected. Daylight savings is a month away, baseball spring training is starting, and the stock market continues
Will you retire with financial obligations? According to a recent study, nearly half of all Americans expect to retire with significant debt. Maintaining enough cash
Are you aware of the top unexpected retirement expenses? According to the Washington Post, millions of Americans have been taking out personal loans to pay
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
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
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
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
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
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
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.
Investment Advisory Services offered through Spire Wealth Management, LLC. Richard Eller is an investment advisor representative of Spire Wealth Management, LLC, operating under Blueprint Financial Group which is an independent firm.
Spire Wealth Management is a Federally Registered Investment Advisory Firm. Securities are offered through an affiliated company, Spire Securities, LLC, a Registered Broker/Dealer, and member FINRA / SIPC.
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For more information visit https://www.spireip.com
Phone: (239) 913- 9880
Office: 2180 Immokalee Rd, Suite 206,
Naples FL 34110
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