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Blueprint Financial Planning, LLC | Financial Advisor Shrewsbury, MA

Blueprint Financial Planning is an independent, Fee-Only financial planning and investment advisory firm located in Worcester, MA.

http://www.blueprintfinancialplanning.com/

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CONTACTS AT BLUEPRINTFINANCIALPLANNING.COM

Blueprint Financial Planning, LLC

Jeffrey Meenes

One Ex●●●●●● Place

Wor●●●ter , Massachusetts, 01608

United States

508.●●●●1678
ad●●●@blueprintcfp.com

View this contact

Blueprint Financial Planning, LLC

Jeffrey Meenes

One Ex●●●●●● Place

Wor●●●ter , Massachusetts, 01608

United States

508.●●●●1678
ad●●●@blueprintcfp.com

View this contact

Blueprint Financial Planning, LLC

Jeffrey Meenes

One Ex●●●●●● Place

Wor●●●ter , Massachusetts, 01608

United States

508.●●●●1678
ad●●●@blueprintcfp.com

View this contact

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Blueprint Financial Planning, LLC | Financial Advisor Shrewsbury, MA | blueprintfinancialplanning.com Reviews

https://blueprintfinancialplanning.com

Blueprint Financial Planning is an independent, Fee-Only financial planning and investment advisory firm located in Worcester, MA.

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1

About Us

http://www.blueprintfinancialplanning.com/about.html

Committed To Your Financial Well-Being. Blueprint Financial Planning was founded by Jeffrey Meenes, MSF, CFP . As a Certified Financial Planner (CFP ). Our comprehensive approach will help you:. Plan your financial future and your legacy. Create an informed strategy for achieving personal goals. Develop an Investment Policy that balances returns and your personal risk tolerance. Stay informed about opportunities for improving your financial situation. Facilitate difficult family discussions. Will the adv...

2

Advice for Wealth Creation

http://www.blueprintfinancialplanning.com/help-for-working-professionals.html

Committed To Your Financial Well-Being. Advice for Wealth Creation. More information on Advice for Creating Wealth is coming soon. We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you. Subscribe to our FREE Newsletter today. Solutions to college funding challenges. Social Security Planning Advice. Guidance on collecting Social Security benefits. Maximize the likelihood that your assets last long. Advice for Wealth Creation.

3

Existing Clients Access

http://www.blueprintfinancialplanning.com/client-access.html

Committed To Your Financial Well-Being. Custodial Account - Scottrade. Access your account via the Scottrade Secure Customer Login, click the link above to login. Financial Plan - Money Guide Pro. Access your MoneyGuidePro innovative financial plan, click the link above to log in. Financial Planning Questionnaire - PreciseFP. Access our PreciseFP data-gathering tool created to facilitate the data collection process, click the link above to login. Solutions to college funding challenges.

4

Our Financial Planning Services

http://www.blueprintfinancialplanning.com/services.html

Committed To Your Financial Well-Being. Our Financial Planning Services. Blueprint Financial Planning offers advisory services tailored to each client's needs and goals. Services we provide include:. Analysis and problem-solving of complex financial issues. Strategies for gaining financial independence. Cash flow and budget analysis. Mortgage analysis and refinancing decisions. Insurance and risk management review. Employee benefit plan reviews and recommendations. We offer services on a per-project basi...

5

Why Blueprint Financial Planning?

http://www.blueprintfinancialplanning.com/about/why-choose-us.html

Committed To Your Financial Well-Being. Why Blueprint Financial Planning? Our mission is to help you create a thoughtful blueprint for your future. The informed, objective advice we provide will optimize your financial decisions and help you achieve your personal goals. We do not take custody of your investments. We work with independent custodians who hold assets in your name. You have access to your account balances, transactions, and performance information at all times. Committed to providing informe...

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