Financial Planning & Investment Advice for Consumers
Are you looking for professional assistance bringing together all the pieces of a structurally sound financial plan, including:
- Investment & Financial Planning
- Risk Management & Asset Protection
- Tax & Income Planning
- Estate & Legacy Planning
Do you need help implementing advanced strategies to maximize your financial resources?
Do you have questions you feel have not been properly addressed?
Below is a link to BluePrint Wealth Alliance, a registered investment advisor, where I serve as CEO and Director of Financial Planning. Feel free to check us out and see if we might be able to help!
BluePrint Wealth Alliance, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where BluePrint Wealth Alliance, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by BluePrint Wealth Alliance, LLC unless a client service agreement is in place. BluePrint Wealth Alliance, LLC does not endorse nor is affiliated to Fully Vested Advice, LLC. BluePrint Wealth Alliance, LLC is not responsible for any errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided.
Interested in learning more about Jeffrey Levine’s consulting or speaking services?
Complete the form below and let us know how we can be of help!