Blueprint Retirement Advisors

Financial planner (show on map)

Blueprint Retirement Advisors LLC offers process-driven retirement planning and tax strategies to help clients maximize financial resources for small businesses and individuals.

Call (682) 324-2583

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About

Blueprint Retirement Advisors LLC, founded by Mike Wilson, provides process-driven planning to help clients make the most of their financial resources. The company delivers high personal service to business owners and individual investors, focusing on reducing tax frustrations and optimizing retirement income.

Services include small business tax planning, employee retirement plan setup and management, and individual retirement planning with a multi-factor investment philosophy.

Process-driven planning

Use of advanced software (Blueprint Design Review, Retirement Analyzer)

Focus on tax efficiency and fiduciary responsibility

Services

Small Business Tax Planning

Helps small business owners reduce tax frustrations by providing access to tax and financial tools traditionally used by large corporations, using the Blueprint Design Review process and Retirement Analyzer software.

Process-driven planning Access to tax and financial tools Use of Blueprint Design Review and Retirement Analyzer software

Employee Retirement Plans

Works with business owners and plan sponsors to build and manage ERISA-based plans such as 401(k), 403(b), Profit Sharing, SIMPLE IRA, and Payroll Deduction plans, including 3(38) and 3(16) elections to shift fiduciary liability.

ERISA-compliant plan setup 3(38) and 3(16) election assistance Plan management and participant education

Individual Retirement Planning

Offers process-driven retirement planning for individuals using the Blueprint Design Review process and Retirement Analyzer software to optimize retirement income and minimize taxes.

Process-driven planning Use of Blueprint Design Review and Retirement Analyzer software Focus on tax-efficient retirement strategies