January 2018 — Present
Blueprint is a new kind of Financial Planning firm where our mission is to make financial planning more affordable and accessible to the next generation. Through innovative technology and superior back office support, we empower our members to get organized, protect what matters most, and commit to saving for the future. Members experience a unique process to ensure they are well-informed when they make decisions early on in life concerning the purchase of homes, cars, repaying student loans, building savings, traveling, protecting income, etc. Individual planning is coupled with educational events and group sessions that enrich the community as a whole. A successful blueprint ensures a successful outcome.
Please contact me at 704-954-8488 or by email email@example.com if you want to learn about opportunities with Blueprint.
Visit our website at www.planwithblueprint.com
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4201 CONGRESS ST SUITE 295, CHARLOTTE, NC 28209, ph# 704-552-8507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Blueprint CLT is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
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