We are thrilled to announce that Nick Wilkins, AIF ® of Blueprint Wealth Advisors has been named one of AdvisorHub's "250 Advisors to Watch – Under $1B", ranking impressively at #9! This prestigious recognition comes amid a record number of nominations, highlighting Nick's exceptional skills and dedication in the financial advisory field. Congratulations, Nick! 🥳 #AdvisorToWatch #FinancialAdvisor #BlueprintWealthAdvisors www.myblueprint4wealth.com 2024 AdvisorHub Advisors to Watch, created by AdvisorHub. Presented in 06/20/24, based on data as of 12/31/22 - 12/31/23. 1,987 advisors were considered and 1,000 advisors were recognized. Advisors were ranked and then sorted into their respective categories. Advisors do not pay a fee to be considered. Not indicative of advisor’s future performance or the quality of investment advice. Your experience may vary. For more award information, visit https://lnkd.in/es6tKEek.
Blueprint Wealth Advisors, LLC
Financial Services
Chicago, Illinois 184 followers
Independent & authentic financial advice with more than 50 years' combined experience.
About us
No matter what your level of wealth, working with us can help you pursue your goals. Together, you'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules: Accumulation: how to target asset growth Retirement planning: how to target distribution of your assets in a tax-advantaged way Estate planning: how to preserve your assets Risk management: how to protect your assets Business planning: how to grow and manage your business Taxation: how to minimize your tax burden Create a comprehensive plan By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we'll assemble an implementation plan for your financial future. Securities and advisory services offered through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org , a registered investment adviser. This communication is strictly intended for individuals residing in the states of AZ,CA,CO,FL,GA,IL,IN,MA,MI,MN,NY,OH,TX,WA,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. “Please see our Terms of Use here: www.commonwealth.com/termsofuse.html
- Website
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http://www.myblueprint4wealth.com
External link for Blueprint Wealth Advisors, LLC
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Chicago, Illinois
- Type
- Privately Held
- Founded
- 2012
- Specialties
- Retirement Income Planning, Qualified Corporate Retirement Plans, Wealth Accumulation, and Alternative Invesments
Locations
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Primary
20 N Clark St
Ste 2825
Chicago, Illinois 60602, US
Employees at Blueprint Wealth Advisors, LLC
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Ryan F. Evans, AIF®, ChFC®, CFP®
Managing Partner at Blueprint Wealth Advisors, LLC
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Elizabeth Meisner
Retirement Plan Services, Blueprint Wealth Advisors
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Nick Wilkins, AIF ®
Financial Advisor at Blueprint Wealth Advisors LLC
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Luke Stortzum, CFP®
Financial Advisor at Blueprint Wealth Advisors, LLC
Updates
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Ryan F. Evans, AIF®, ChFC®, CFP®, wealth advisor and co-founder of Blueprint Wealth Advisors, has been recognized by Forbes on April 3, 2024, as a Best-in-State Wealth Advisor. 2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://lnkd.in/e5sCVkts.
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If full retirement sounds like too much of a leap, you may want to consider a phased approach. Here’s a summary of the benefits of semi-retirement, and what factors to think about before you choose that option: https://bit.ly/4aYv7DR #retirementplanning
The Growing Appeal Of Semi-Retirement
forbes.com
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You might want to temper your high hopes for a tax refund this year as the average refund will be 29% lower than last year, according to the IRS. Find out the reasons for the drop and why the figure itself could be skewed: https://bit.ly/3I1QM1J #taxrefunds
IRS Reports 29% Decrease In Average Tax Refunds For 2024
ibtimes.com
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Looking for a way to get some extra cash in your pocket? Your tax refund could help, but that’s just a one-time payment. Check out these rewards programs that can help you earn money back on credit card purchases year-round: https://bit.ly/3upuUu3 #creditcardrewards
Waiting for your tax refund? There are other ways to get cash back all year long
nbcnews.com
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If you haven’t adjusted your withholding on your W-4 form recently, you might get a tax bill you weren’t expecting. Learn why having multiple jobs could lead to withholding issues, and what life events warrant an adjustment to your W-4: https://bit.ly/3uvQ3m8 #taxes #W4
This costly withholding mistake is 'always a surprise,' tax pro says
cnbc.com
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If you’re a fan of the hit TV show, Succession, you’ve seen an extreme version of the chaos that can ensue without a set plan for someone to run your business when you no longer can. Learn why a documented succession plan is essential and how everyone benefits: https://bit.ly/3SCtGVt #Succession #businessplanning
Everyone Wins When You Have A Succession Plan
forbes.com
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If you’re collecting Social Security, or plan to collect benefits soon, you’ll want to be prepared for how that income is taxed. Check out this information about Social Security taxes and how you can reduce your tax liability: https://bit.ly/3SgbU8W #SocialSecurity #taxplanning
I'm Receiving $3,500 Per Month From Social Security. How Can I Reduce My Taxes?
finance.yahoo.com
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Families could get a welcome boost to the child tax credit in time for the 2023 tax filing season if a proposed bill is enacted in time. Find out the details and what could stand in the way of the tax agreement: https://bit.ly/3SnWLUu #taxes #childtaxcredit
Bipartisan tax deal could boost child tax credit for 2023. What it means for families this tax season
cnbc.com
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Have you heard of the FIRE movement? FIRE stands for Financial Independence, Retire Early. The goal is to save and invest aggressively so you can retire well before your 60’s. While it may be difficult to achieve, the first step is learning how to start: https://bit.ly/3Sjv27r #jobs
Start These Two Steps To Join The FIRE Movement In 2024—And Eventually Quit Your Job
forbes.com