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6 Keys to Setting Financial Priorities

Articles Mar 14, 2017
Sometimes it’s hard to know where to begin. Whether you are right our of college or nearing retirement it is difficult to figure out which are the most important financial priorities to focus on.  There are a myriad options available that may or may not solve the issue they want to address, the key is
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Six Financial Products you don’t want

Articles Mar 09, 2017
At Blueprint, we are an advice driven company. Products aren’t discussed until a financial plan has been completed and we assess where the data has taken us. Often times in the financial business folks will lead with products or quickly move there, why? Because that’s where the money is. Below are what I call the
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529 College Savings Plans. Good, Bad, or a little of both?

Articles Mar 07, 2017
Since part of what we do at Blueprint is modular planning (addressing a specific concern) we often get questions about college savings plans, specifically 529’s and Coverdell’s. Let me take a minute to explain my viewpoint on saving for college and 529’s in particular, or you can read the Bloomberg article posted below, it encapsulates
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Fee-Only vs Commissions based vs Fee-based Advisors

Articles Feb 05, 2017
Your fee for a plan seems higher than that which my broker/banker/non-fee-only advisor/brother-in-law says they will charge. Why is that? A commissioned-based salesman may charge very little (or even nothing) for a plan. The salesman must be compensated for his work, however, and the way he is paid is through commissions from the product he
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Is your advisor a fiduciary? Chances are, you have no idea

Articles Feb 03, 2017
Andrew Osterland, special to CNBC.com Wednesday, 17 Jun 2015 | 8:30 AM ET Studies and surveys regularly show that the vast majority of American investors don’t know what a fiduciary is, let alone if their advisor is one. What they do know is whether they trust their advisor—and that’s what matters to them. “Consumers don’t understand
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E-mailted.guerin@blueprint-fc.com

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Address2750 NE 30th Avenue Portland, Oregon 97212

Disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Ted Guerin, Principal, Blueprint Financial Consultants, LLC. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered by Blueprint Financial Consultants, LLC, a registered investment advisor in the state of Oregon. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Oregon or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of Oregon and certain other states.

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