Because as the old saying goes, a goal without a plan is just a dream. At Blueprint Financial Services, we like to think that developing a plan is like building your financial home. We're an independent financial planning firm, based in the Denver Metro area in Arvada, offering Risk Managed Investing for Risk Averse Investors nearing or entering retirement.
Find out how we can help you manage risk in your retirement planning and investment management without giving up the ability to earn decent returns.
Find out how we can help you manage risk in your retirement planning and investment management without giving up the ability to earn decent returns.
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It's not the architect who designed it, the contractor who built it or the realtor who sold it. No, when all is said and done, you and your family are the ones left enjoying the benefits of a well-built financial "home." So when it comes to building for your financial future and a secure retirement, whose needs and concerns are most important?
You've worked hard your whole life, whether it was growing your small business or climbing the corporate ladder. And while you're living comfortably with what you've accumulated, you understand that retirement planning can raise new questions that are critical to answer. How do we turn a lifetime's savings into a lifetime income we can not stay up nights worrying about?
Together we'll work to design your ideal retirement with a focus on creating stability and security as you transition toward financial independence. Throughout the process, we'll stress test your retirement plan, making sure it can weather the elements and stand strong over time. Are you nearing retirement and looking for income stability?
Imagine building a house without a blueprint. While you could construct a bedroom here or a bathroom there, it's the architect's planning that pulls together every room of the house into one cohesive home. Isn't it time your financial home be treated the same way? We think so. Whatever stage of life you're at, we want to help you create a solid financial home that's built to weather the storm.
Victor starting serving clients as independent financial advisor over 25 years ago as a way to combat the biased, product-focused advice he saw community members receive from larger brokerages and commission-based advisors. Whether the clients were aware or not, Victor felt they were getting advice laden with hidden agendas and clear conflicts of interest.
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