BLUEPRINT WEALTH ALLIANCE, LLC
CORAL GABLES, FLORIDA

“What decentralized currency does, is it actually eliminates the middle man and instead there’s a record of every transaction that’s ever been made everywhere and it’s all public and, that by the way, is known as the block chain,” Jeffrey Levine, CEO of Blueprint Wealth Alliance, told CBS2’s Alex Denis. The block chain technology tracks and validates each coin’s value making transactions as easy as swiping a credit card. Through careful planning and research, our team can help you arrive at the optimal balance of these goals to construct the first Wall of your BluePrint. To do so, our team employs many of the latest investment and financial planning technologies to model, analyze and design portfolio recommendations that are unbiased, evidence based, cost conscious and unique to each of our relationships. Let’s be real. It’s not how much you have, but how much you get to keep that matters. What good is making 7%, 8% or even 9% returns if you end up giving most of it away in taxes? That’s why the second Wall of your BluePrint will focus on evaluating a tax mitigation strategy that may alleviate your tax burden, both now and in the future. Our team includes CPAs and other professionals who can analyze your tax returns, investments, and other information to see what changes might help you to lower your tax bill today, and to insulate you from potentially costly future changes to the tax laws. When constructing this Wall of your BluePrint, our team frequently works hand-in-hand with our clients’ existing tax professionals to ensure a single, cohesive effort. Don’t have a tax professional? No problem, we have the resources to help you, or our team can offer you some recommendations from our extensive network of professional contacts. In today’s day and age, just about everyone needs some level of estate planning, and in the third Wall of your BluePrint, our team tackles, head-on, many of your estate planning issues to help make sure that when the times comes, all of your wishes are appropriately carried out. We will help you create a plan that will pass the assets you want, to the people and organizations you want, as efficiently as possible. But estate planning isn’t just for the ultra-wealthy… and it’s not just about money. That’s why in this part of your BluePrint, we’ll help you plan for other end of life concerns, such as planning for incapacity, helping you understand the advantages and disadvantages of various ways of titling your assets, and selecting the right executor(s) and trustee(s) to help see your plans through fruition. Oftentimes this element of your BluePrint will require the support of a qualified legal professional. Our team is happy to work with your existing estate planning team, if you have one, or to recommend one or more qualified professionals from our extensive network of professional contacts. In the fourth and final Wall, our team will “poke and prod” your Foundation to uncover cracks and gaps that may threaten the integrity of your overall BluePrint. Any potential weaknesses uncovered are brought to your attention and evaluated, so that you understand how you and your family could be affected. Further, our team will explore solutions and alternatives with you to help reduce or eliminate their potential impact on your plan. BluePrint Wealth Alliance: Investment Beliefs Our 5 Core Investment Beliefs are the result of many years of research and working with hundreds of clients who yearned for a better way. They are truly the engine that powers the robust and dynamic BluePrint Wealth Alliance investment platform. BluePrint is deeply committed to the study of behavioral finance, a relatively new field that combines psychological theory with finance. This information helps us to explain why people make the financial decisions they do. Armed with that knowledge and an unbiased, evidence-based approach to investing, we believe our team is well trained to help you potentially avoid behavioral pitfalls. “You should invest to achieve your goals.” It sounds silly, right? After all, who wouldn’t do that? As it turns out, the answer might surprise you. Traditional investment approaches often focus on outperforming a specific benchmark, market index or similar measure of performance. These approaches tend focus on selling an investment product or story, as opposed addressing the underlying reasons why you’re willing to accept some of the risk of the markets to try and grow your assets. In lieu of offering a one- or few-size-fits-all approach to investment recommendations where you’re simply slotted into a “conservative,” “moderate” or “aggressive” portfolio, our goals-based approach focuses on creating an allocation that’s tailored to you. Our Wealth Managers typically analyze specific objectives, personal biases, investment preferences and unique circumstances prior to offering portfolio construction advice, we believe will best help you achieve your goals. At BluePrint, we aim to provide service at the optimal intersection of cost and value. If you’re just looking for the absolute lowest cost option, then frankly, BluePrint is probably not the right fit for you. But if you’re looking for high-quality financial planning, a robust investment platform and quality service you can depend on at an affordable price, then you’ve come to the right place. You also should look carefully at the costs of the actual investments your advisor recommends. When evaluating portfolios, we often find high fees, questionable investments, and products that offer little to no value in comparison to lower cost, similar alternatives. Oftentimes, these investments have been selected not because they are best for you, but merely because they offer back-door payments or bonuses to the advisor or firm recommending them, simply put, we believe that’s wrong. At BluePrint, we aim to provide service at the optimal intersection of cost and value. Decades of research have shown that humans are hard-wired to feel the pain of loss more than the joy of gain. This disproportionate response can test the most seasoned investor’s resolve to keep emotion out of the investment decision-making process.