Blueprint Financial Corporation
Financial Services - Cleveland Heights, OH, US
Blueprint Financial Corporation Employees
Blueprint Financial Corporation Details
For our clients, we strive to achieve a desired level of financial stability through a collaborative and highly personalized approach. Our method consists of the following steps:Listen - We listen carefully to our clients to identify their personal and financial goals.Educate – We empower our clients through education giving them the knowledge and tools to manage their assets with the appropriate amount of risk.Advise – We act as an investment fiduciary for our clients, helping to develop a personalized plan for each client designed to address their specific goals.Monitor – After the plan is implemented we monitor the results and make needed adjustments as directed by the plan sponsor. Support - Throughout each step we provide support to our clients, personally and professionally.This process is dynamic. Each step is continually evaluated to ensure the highest level of personalized service. The financial industry is constantly changing. Blueprint Financial is committed to monitoring and adapting to shifts in the regulatory environment and changes in the investment markets. We work with each client to ensure they are prepared for the future. We'll get there together.Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), memberFINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Blueprint Financial Corporation are separate entities.
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