Blueprint Financial Services - Financial Advisor - Investment Advisor

Risk Managed Investing for Risk Conscious Investors

Financial planner in Arvada, CO (show on map)

Blueprint Financial Services is an independent financial planning firm based in the Denver Metro area in Arvada, offering Risk Managed Investing for risk-averse investors nearing or entering retirement.

Call (303) 422-7351

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About

Blueprint Financial Services is an independent financial planning firm based in Arvada, Colorado. They offer risk-managed investing for risk-conscious investors who are nearing or entering retirement.

As fiduciaries, they only offer services and solutions they believe will best benefit clients. Their founder Victor Guettlein became independent nearly 20 years ago to serve client needs rather than push products from larger brokerages.

Independent firm - not tied to products

Fiduciary standard - always act in clients' best interest

Over 25 years of experience

Specialize in risk-managed investing

Goal-based planning approach

Services

Financial Planning

Comprehensive financial planning taking a holistic look at your financial picture including big picture goals, day-to-day spending, saving strategies and budgeting needs.

Cash-flow based planning Comprehensive planning Personalized approach

Retirement Planning

Comprehensive retirement plan addressing future income needs, investment strategies, and tax implications.

Income planning Investment strategy Tax implications Social Security timing

Investment Management

Goal-based investment strategy designed to move you closer toward fulfilling your needs in retirement, not beating some arbitrary index.

Goal-based planning Risk management Disciplined investment process

Sustainable Income Planning

Developing a strategy for sustainable income during retirement to help clients get and stay happily retired.

Sustainable income strategy Lifetime income planning

Tax Planning

Incorporating taxes into a comprehensive financial plan and looking for tax-advantaged opportunities to reduce tax obligations.

Tax-advantaged opportunities Tax reduction strategies

Risk Management

Discuss insurance options to protect against unforeseen circumstances including long-term care or untimely death.

Life insurance Disability insurance Long-term care

Credentials & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®)

SEC Registered Investment Advisor

Frequently Asked Questions

What services does Blueprint Financial Services offer? +

They offer Financial Planning, Retirement Planning, Investment Management, Sustainable Income Planning, Tax Planning, Risk Management, and Real Estate Income Options (1031 Exchanges).

Where is Blueprint Financial Services located? +

They are located at 6355 Ward Road Suite 306, Arvada, CO 80004.

What is Blueprint's investment philosophy? +

They believe in risk-managed investing for risk-averse investors. Their investment philosophy centers around keeping things simple with goal-based planning designed to fulfill needs in retirement, not beat some arbitrary index.

What is Victor Guettlein's background? +

Victor has over 25 years of experience as an independent financial advisor. He earned his CFP® certification and has training in Retirement Distribution Planning from Ed Slott & Company. He holds a BS in Business Administration from Regis University.