At BluePrint Financial Planning in Nebraska City, personalized, strategic financial planning is our core service. It is more than just investing; it is a comprehensive approach to developing a plan for tax efficient investing, retirement income planning, education planning, estate planning, and charitable giving.
We can coordinate with your team of tax, legal, and insurance professionals to address questions such as these. There are so many facets of a financial strategy. But the most important question we ask our clients is: What do you want to accomplish? Our ability to understand you is as important to your success as the skill and experience of our team.
We can coordinate with your team of tax, legal, and insurance professionals to address questions such as these. There are so many facets of a financial strategy. But the most important question we ask our clients is: What do you want to accomplish? Our ability to understand you is as important to your success as the skill and experience of our team.
Services
Kiel VanderVeen helps individuals and families plan for building and preserving wealth. His areas of focus are tax mitigation, retirement income planning, and estate planning.
Starting out as a tax preparer provided a strong foundation for his pursuing a career in financial planning; seeing firsthand the impact of clients not planning for tax filing inspired him to start thinking about how to make tangible, lasting changes in their financial life, and ultimately their future.
Starting out as a tax preparer provided a strong foundation for his pursuing a career in financial planning; seeing firsthand the impact of clients not planning for tax filing inspired him to start thinking about how to make tangible, lasting changes in their financial life, and ultimately their future.
Your relationship with a Raymond James advisor begins with a meaningful conversation - about you. Your goals, your wants, your needs, your concerns, your family, your passion, your vision for the future. It's about working together to understand the strategies and services that will give you the optimal chance to fulfill your objectives - to live the life you want.
Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. BluePrint Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered.
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