Where do you see

Your future self?

Knowing you’ve made good financial choices?

About us

A great foundation begins with a great plan.

We think the “why” of investing has always been just as important as the “how.”


That’s why your financial goals deserve the attention and rigor of our Four Walls Planning process.

Our One Objective

To help you pursue your goal, is the reason we deliver every wealth management client a plan at our cost.

Download our free analysis

How the proposed IRS changes impact Required Minimum Distributions for IRA owners.

Required minimum distributions for IRA owners are likely to be a little bit less beginning in 2021, and we put together an analysis to see the difference.

why BluePrint Wealth Alliance?

Four Walls Planning

Advice You Can Understand

Straightforward Fees

You are looking for us to advise you on all dimensions of your money, and to help you build a personalized financial plan. In our experience, completing such a plan, one that considers your unique needs and personal aspirations, is the only way for us to help you pursue your goals with confidence.

Upcoming Events

3
Mar

Savvy IRA Planning

7:00 pm - 10:00 pm |
Garden City, New York

In this course, you will learn some of the key IRA rules, how to avoid some of the biggest IRA mistakes, and some savvy planning strategies that can help you keep more money in your pockets during retirement.

More Detail »
10
Mar

Ten Steps to Lower Taxes in Retirement

7:00 pm - 10:00 pm |
Garden City, New York

In this course you will learn about ten powerful strategies that can help you reduce your tax bill so that you can enjoy more of your hard-earned money doing the things you enjoy the most with the people who matter most.

More Detail »
21
Apr

Ten Ways to Lower Your Investment Risk

7:00 pm - 9:00 pm |
Garden City, New York

With memories of the Financial Crisis of 2007-2008 still fresh in their mind, many retirees and other investors are seeking ways of protecting their nest egg from the next major market Downturn.

More Detail »


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