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INTRODUCING BluePrint Wealth Alliance

We at KSDT & Company are proud to partner with BluePrint Wealth Alliance, LLC, an investment advisory firm offering structurally sound financial planning.

BluePrint Wealth Alliance, LLC is conveniently located in house at our Miami location.

We Stand By Our Commitment to You

Why BluePrint

As one of the largest financial accounting, advisory and consulting firms in South Florida, it was important for us to find a financial advisory partner who shares in our commitment of objective, efficient, and unbiased solutions for our clients. BluePrint Wealth Alliance strives to understand your definition of financial freedom, your retirement lifestyle goal, and your family mission statement. They want to know how you define happiness, what concerns you have with your financial future, and what is important to you.

Understanding your foundation is the first step in building your financial BluePrint.

BluePrint Wealth Alliance, LLC is a registered investment advisor offering comprehensive financial planning services and wealth management. They serve individuals, families and businesses across multiple generations, and through our partnership are able to coordinate your financial goals with your KSDT tax professional. BluePrint follows the highest level of integrity, professionalism, and transparency to support open communication and ongoing client education.

 
 

Our Dedicated KSDT Advisors

germanbp

German M Ramirez
, CFP®
CIO, Managing Director
German M Ramirez, CFP© is Chief Investment Officer and Managing Director of BluePrint Wealth Alliance. Based in South Florida, German is responsible for leading the development and management of BluePrint’s portfolio and investment solutions. German has focused on a distinct field of study: the intersection of financial markets, behavioral finance, and technology. With his experience in these three diverse fields, German actively seeks to successfully implement these strategies in BluePrint’s comprehensive financial planning.

With over 15 years of financial services experience, German has had an opportunity to view the financial services industry through multiple lenses. In the past, German was a partner in a boutique financial planning firm, has held various roles with some of the largest financial services firms including SunTrust Bank, AXA-Equitable, Mass Mutual, and was recognized as one of Charles Schwab & Co’s top financial consultants in the nation. An avid follower of financial markets and a lifetime learner, German is currently a level 3 candidate for the Chartered Market Technician (CMT) designation.

A passionate believer in teaching young individuals the fundamentals of personal finance, German visits local area schools from middle school through college to educate students on the topic.

German lives in Miami Florida with his wife and two young children and is a passionate fan of his hometown sports teams; Miami Heat, Dolphins, and Hurricanes.

Contact German:

9300 S. Dadeland Blvd.
Suite 600
Miami, FL 33156
305-809-7642
855-367-1700
german@bpwalliance.com
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jeffbp

Jeffrey Levine
, CPA/PFS, CFP®, CWS®, MSA
CEO, Director of Financial Planning
Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA is CEO and Director of Financial Planning of BluePrint Wealth Alliance, LLC. A thought leader within the financial planning community, Jeffrey brings his passion, knowledge, and network of planning resources to the BluePrint team. He is responsible for spearheading the company’s vision and strives to ensure the firm and its advisors are up-to-date on the latest financial, tax, and estate planning strategies.

Jeffrey was named to the 2017 class of the 40 Under 40 by InvestmentNews which recognizes “accomplishment, contribution to the financial advice industry, leadership and promise for the future.” He is also a recipient of the AICPA Financial Planning Division’s Standing Ovation award, presented for “exemplary professional achievement in personal financial planning services.”

Previously, Jeffrey served as Ed Slott and Company’s Chief Retirement Strategist, where his ability to simplify the complex laws that govern individual retirement accounts, combined with his unique blend of humor and tax planning, was first recognized. Jeffrey continues to be an active speaker, each year traveling the country to educate Financial Advisors, CPAs, Attorneys and consumers on retirement, tax, and estate planning strategies. Jeffrey is the author of The Baby Boomer’s Guide to Savvy IRA Planning, The Financial Advisor’s Guide to Savvy IRA Planning and The Definitive Guide to Required Minimum Distributions for Baby Boomers. He is also the lead creator and content expert for Savvy IRA Planning, offered through Horsesmouth, LLC. Jeffrey is a contributor to various industry publications and has promoted retirement and tax education on television stations such as CNBC, Fox Business News, CBS and Public Television. He is often sought after by journalists for his insights and has been quoted in publications throughout the country, including The Wall Street Journal, USA Today, U.S. News, the New York Times, San Francisco Chronicle, Investment News, Financial Planning, Forbes, Kiplinger’s, Kiplinger’s Retirement Report, Money Magazine, Newsday, Market Watch, CNBC.com, Smart Money, Retirement Weekly, TheStreet.com, MainStreet.com and Yahoo! Finance.


Jeffrey and his wife Bobbi-Jo are the proud parents of two boys, Reid and Grant. He and the boys are often referred to as “the triplets” because of their uncanny likeness to one another.

Contact Jeff:

600 Old Country Rd., Ste 305
Garden City, NY 11730
516-536-1615
516-268-4122
jeff@bpwalliance.com
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Learn more about BluePrint

The Power of KDST & BluePrint

FACT: Tax efficiency in your investment planning can add years to your retirement income by not only looking at your investment allocation, but by making strategic choices about the accounts you use for each investment.

FIND OUT MORE ABOUT HOW KSDT & BluePrint Wealth Alliance CAN HELP YOU

We pride ourselves in offering the highest level of service to our clients. Please feel free to use any of the following methods to contact us, however filling out the form below will ensure the fastest turn around time to any questions or concerns your may have.

 

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Contact Info
BluePrint Wealth Alliance, LLC
600 Old Country Rd.
Suite 305
Garden City, NY 11530

 Toll-Free: 800-894-5122
 Local: 516-536-1615
 Fax: 800-894-5122
E-mail: jeff@bpwalliance.com

 

BluePrint Wealth Alliance, LLC
9300 S. Dadeland Blvd
Suite 600
Miami, FL 33156

 Toll-Free: 800-894-5122
 Local: 305-809-7642
 Fax: 855-367-1700
E-mail: german@bpwalliance.com