Blueprint Financial Services is a Colorado Registered Investment Advisory firm located in Arvada, Colorado. We offer fee-only investment management services. We also offer fee-only financial planning services. We may at the request of our clients help to implement the insurance portion of their financial plan. In such cases Blueprint Financial Services may receive commission compensation for the placement of such insurance. Blueprint Financial Services and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which we maintains clients. Blueprint Financial Services' web site is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of Blueprint Financial Services' web site on the Internet should not be construed by any consumer and/or prospective client as Blueprint Financial Services' solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information resulting from the use of tools or information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from ElderAdo Financial. We do not render or offer to render personalized investment advice or financial planning advice through this medium. This medium is limited to providing you with general information on our services and provides a way for you to contact us.
Advice can only be rendered after all of the following conditions are met:
- Delivery of our Form ADV Part 2 Disclosure to you.
- Execution of an Investment Advisory and / or Financial Planning agreement between you and us.
- Initial payment of the planning fee or investment advisory fee by you to us.
Other Disclaimers: The information in this web-site is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, and does not purport to be complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. The accuracy of the information is not guaranteed and is provided with the understanding that we are not rendering legal, accounting, tax, or other professional services. If legal advice or other expert assistance is required, the services of a competent professional should be sought. All references that might be made to an investment or portfolio's performance are based on historical data and one should not assume that this performance will continue in the future. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Privacy Statement
We at Blueprint Financial Services take your privacy seriously. We want you to understand what information we collect and how we use it. We collect and use "nonpublic personal information" from our new account forms to help us determine suitability for certain investments, as a tool in obtaining your investment objectives, and to satisfy the requirements of various regulatory agencies that govern our Registered Investment Advisor.
We do not disclose "non-public personal information" about you to non-exempt third parties.
We may also collect "non-public personal information" about you from data we receive from non-affiliated third parties, including consumer and industry reporting agencies.
We maintain physical and electronic safeguards to protect your non-public information.
If you have any questions regarding our privacy policy, please do not hesitate to contact us.