Position Your Retirement For Success

Systematic investing. Tax-focused retirement planning.

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

Financial
Planning Approach

refined retirement review

Refined
Retirement Review

Meet
The Team

News & Investment Updates From Refined Retirement

Question mark painted on paved road

Investment Update

Bearish. Bullish. But Also Indifferent.

December 31, 2024

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Flower growing in crack in pavement

Investment Update

Resilience Is the Goal, Not Perfection

November 27, 2024

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Two cups of tea

Investment Update

Why We Don't Try to Read Political or Economic Tea Leaves

October 31, 2024

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Green coffee bean in a pile of brown coffee beans

Investment Update

Why We’re Willing — And Wanting — To Look Different From the Norm

September 30, 2024

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Worried woman at computer

Investment Update

Price Drives Sentiment

August 30, 2024

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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.