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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

 

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