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ENHANCE YOUR FINANCIAL

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With Blueprint 360, you will discover your true wealth potential and the obstacles that can keep you from reaching your goals.

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MAKE THE RIGHT FINANCIAL

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Through education, you will be empowered to make sound financial decisions based on your unique goals and circumstances.

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MAXIMIZE YOUR FINANCIAL

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As a result of our financial coaching, you will enjoy financial clarity and the freedom to enjoy life free from stress and anxiety about money.

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ABOUT BLUEPRINT 360

Blueprint 360 is designed to provide each client an unexpected level of clarity and control by defining and prioritizing their financial objectives into actionable steps. Our aim is to provide the education and knowledge you need to realize your wealth potential and achieve financial freedom -- without sacrificing your lifestyle. Our clients choose us because we are committed to helping them manage their cash flow, eliminate debt, and safely grow their assets with tax conscious solutions.

ABOUT BLUEPRINT 360

No matter your current financial situation, Blueprint360 provides the education and motivation you need to realize your wealth potential and achieve financial freedom - without sacrificing your lifestyle. We take a tax conscious approach to assist our clients with defining and prioritizing their financial objectives into actionable steps toward achieving their goals.

 

Why Blueprint 360

Blueprint 360 is a financial planning framework created to help you make informed financial decisions as you achieve your life goals.

 

Our Process

In an industry filled with conflicts of interest, we are focused exclusively on providing objective advice that is easy to understand and implement.

 

Our Team

When you work with us, you have access to a network of professionals who are committed to doing whatever it takes to ensure you see results.

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OUR SERVICES

There are many financial products in the market, let us help you choose the ones that best meet your needs.

 

Wealth Accumulation

Managing your finances is an important component to any financial security plan. Contact us to discover the money management strategies to comfortably grow your assets.

 

Risk Management

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.

 

Retirement Planning

Today, retirement planning has taken on many new dimensions that did not exist for earlier generations. Whether you want to retire to another community, travel the world, or simply remain secure in your own home, the time to plan is now.

 

Saving for College

With the cost of a college education rising at a pace faster than inflation, it is becoming harder for most people to obtain without incurring excessive debt. For families starting a college savings plan, many questions arise regarding the best way to save.

 

Legacy Planning

People spend a lifetime accumulating assets to build an estate, with the intention of passing it on to their heirs or charitable beneficiaries. Without proper planning, death can create significant hardships on the people for whom the estate was created.

 

Business Planning

Growing a business today is a difficult undertaking. Let us help you develop an intermediate and long-term plan for your business that addresses your retirement needs, provides an exit strategy and establishes employee benefits that help you recruit and retain key employees.

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Our Clients

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Individuals & Families

With every life milestone, there are financial challenges.

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Retirees

Creating the retirement you want requires a solid plan.

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Medical Professionals

Helping you so you can focus on your patients.

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Business Owners

Four critical planning areas often overlooked.

Financial Insights

Need To Access Your Retirement Funds Due To Coronavirus? Here's how!

Submitted by The Blueprint 360 | Financial Clarity Within Reach on April 15th, 2020

CARES ACT - Special Distribution and Student Loan Rules 

It’s safe to say that the coronavirus has disrupted life as we know it over the past few weeks. Millions of Americans have already lost their jobs and many more have experienced a reduction in income.

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  • Finance
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Cash Rebates - Breaking Down The Stimulus Bill

Submitted by The Blueprint 360 | Financial Clarity Within Reach on April 10th, 2020

What you need to know about Cash Rebates and Coronavirus Stimulus Bill

By now you have probably heard or read about the $2 Trillion Coronavirus Aid Package signed into law last Friday by the President.

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  • Finance
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CARES Act - PPP Loan

Submitted by The Blueprint 360 | Financial Clarity Within Reach on April 10th, 2020

Paycheck Protection Program Explained

Over the past few days, I have received several questions regarding the various loan programs offered under the CARES Act. One program that has commanded lots attention due to its forgivable nature is the Paycheck Protection Program (PPP).

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  •   4306 Yoakum Blvd, Suite 455, Houston, Texas 77006
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Fee-based Planning and Advisory Services provided through Blueprint 360, LLC, a Registered Investment Advisor. Physical address: 4306 Yoakum Blvd, Suite 455, Houston, TX 77006 (832) 736-7402. Blueprint 360, LLC does not provide legal advice. Please consult a qualified legal advisor regarding your individual circumstances. Not an offer or solicitation in any state without proper licensing or registration.

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