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Blog

Ten key accounting calculator on a soft yellow desk
Erik Gruber | Apr 17, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Hands holding a small wrapped present
Erik Gruber | Dec 8, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Hand holding a page with several charts on it
Erik Gruber | Dec 8, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Erik Gruber | Dec 8, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Erik Gruber | Dec 8, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Office

10238 E. Cherry Bend Road
Traverse City, MI 49684

We’d Love to Hear From You

Text | 231-668-4147
Phone | 231-668-4147
Email | service@blueprint.family

Blueprint Partners is a registered investment adviser located in Traverse City, MI. Blueprint Partners may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Blueprint Partners's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Blueprint Partners's web site on the Internet should not be construed by any consumer and/or prospective client as Blueprint Partners's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Blueprint Partners with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Blueprint Partners, please contact the state securities regulators for those states in which Blueprint Partners maintains a registration filing. A copy of Blueprint Partners's current written disclosure statement discussing Blueprint Partners's business operations, services, and fees is available at the SEC's investment adviser public information website - www.adviserinfo.sec.gov or from Blueprint Partners upon written request. Blueprint Partners does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Blueprint Partners's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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