Position Your Retirement For Success

Retirement planning strategies — simplified

Your Partner To Reduce Taxes, Optimize Investments & Maximize Income

We provide tax-efficient retirement planning and investment management strategies for a select group of clients who share common traits:

Hard work
Diligent savings
A desire to maximize their financial future

The individuals and families we serve value objective financial advice as they plan for and live their retirements or aspire to work-optional lifestyles. We have developed and REFINED a financial planning process that comprehensively addresses the relevant pieces of their retirement puzzles. We call it the Refined Retirement Review.

About Refined Retirement

Could your tax bill in retirement be too big image

Financial
Planning Approach

refined retirement review

Refined
Retirement Review

Meet
The Team

News & Investment Updates From Refined Retirement

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News

Investing In Any Market: How We Help Clients Stay on Track

April 22, 2025

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News

The Collectively Forgotten $1.6 Trillion in Retirement Accounts

April 3, 2025

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Investment Update

Downturns May Look Similar, But Context Tells Us When To Act Different

March 31, 2025

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News

Trend Following Is the GPS of Investing

March 17, 2025

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Scrabble tiles: decide, commit, repeat

Investment Update

A Disciplined Strategy Helps Avoid Self-Inflicted Wounds

February 28, 2025

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Blueprint Financial Advisors d/b/a Refined Retirement is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. For more information, please visit adviserinfo.sec.gov and search for our firm name. All content available on this website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Blueprint does not represent that any opinion or projection will be realized. Neither Blueprint nor any of its advisers, officers, directors, or affiliates represents that the information presented on this website is accurate, current or complete, and such information is subject to change without notice. Past performance is not a guarantee of future results. Neither this website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.