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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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Blueprint 360

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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

4 Ways Interest Rate Increases Will Affect Your Finances

Submitted by The Blueprint 360 | Financial Clarity Within Reach on November 25th, 2022

Many forces affect our financial health: some within our control, and others outside it (like interest rates set by the United States Federal Reserve System). As interest rates are raised to combat inflation, you'll begin feeling it on larger purchases like cars, furniture, and home expenses. Though these rates aren’t in your control, you can prepare for the changes they bring.

Tags:
  • General Finance
  • Interest Rates
  • Investments
  • Loans
  • Mortgage Rates
  • Retirement Planning
  • Read more

3 Misconceptions About Working With A Financial Advisor

Submitted by The Blueprint 360 | Financial Clarity Within Reach on November 9th, 2022

With more finance information available online, financial advice is easier to find than ever before. But finding the right financial advice for you is still a challenge. Everyone’s financial needs and situations are different, so one size fits all instructions aren’t the best solution. 

Tags:
  • Financial Advisors
  • Financial Planning
  • General Finance
  • Investments
  • taxes
  • Read more

Building Financial Security for Women

Submitted by The Blueprint 360 | Financial Clarity Within Reach on October 28th, 2022

Women are more vulnerable to financial insecurity because they typically live longer, have more breaks in their employment and earn less. Making the right financial decisions is therefore crucial for all women, from Social Security to the rest of their retirement planning. Technically speaking, Social Security is gender neutral.

Tags:
  • General Finance
  • Retirement Planning
  • Women
  • Read more

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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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