Welcome, I'm Norma Jean Rector, a Financial Registered Representative, in Charlotte, North Carolina. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Securities offered through Center Street Securities, Inc. (CSS), a registered Broker-Dealer and member of FINRA & SIPC. Blueprint Wealth Management is independent of CSS. Blueprint Wealth Management professionals are registered and licensed in the following states: North Carolina, South Carolina, and Virginia.
Securities offered through Center Street Securities, Inc. (CSS), a registered Broker-Dealer and member of FINRA & SIPC. Blueprint Wealth Management is independent of CSS. Blueprint Wealth Management professionals are registered and licensed in the following states: North Carolina, South Carolina, and Virginia.
Services
I take pride in knowing that I have helped people pursue their financial future. My personal mission statement is about helping my clients attain financial security for their families and business. I am dedicated to providing accurate, reliable and objective information, allowing you to make informed decisions.
At our firm, we have the client - and only the client - in mind. Blueprint Wealth Management is a client-centric, independent financial services firm. Client relationships based on integrity, professionalism, understanding, and mutual respect are the foundation upon which the firm is built. Helping our clients financially is only part of our goal.
Today's economic and investment climate offers unprecedented opportunities. To take advantage of them, you need the flexibility and expertise of a team approach. From developing realistic goals and time-frames, to creating a strategy for implementing a sound financial approach, to making adjustments along the way, our firm stands ready to serve you.
Income annuities are an ancient idea having a major resurgence in our market. According to LIMRA, total annuity sales in 2011 reached $240 billion. In retirement planning, lifetime income annuities provide safety, security and a guarantee that annuitants will not outlive their income. But do you know the history of annuities?
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.