Our Clients
At Blueprint Wealth we work with families and individuals working towards their most important financial goals, while being mindful of all the tax ramifications and ensuring they have proper protection in place. Our experience is across all types of families and individuals; however we are extremely specialized in two specific areas.
RETIREMENT GOAL LINE
HIGHLY COMPENSATED EMPLOYEES
When you are less than five years from retirement there are a myriad of decisions that need to be evaluated and the meticulous preparation for retirement begins NOW!! You should be reviewing your employee benefits, how you are contributing, and how the portfolio is invested. Most likely there will be some necessary adjustments. All the money you have been saving has to be prepared to be spent by you in retirement. This is a big transition that needs occur, so you never HAVE to work again.
Is a large majority of your compensation in bonuses, stock options, RSU's, deferred comp plans and other employer incentives? If so, there are series of decisions every year that need to be made in regard to your contributions and your distribution options. You need to consider tax ramifications balanced with short-term needs and long-term goals. This is extremely challenging to do correctly on your own because correctly is different for every individual and family.