Guidance Built Around Your Life, Business, and Opportunities
At Blueprint Financial Group, we provide financial guidance designed to help individuals, families, business owners, and athletes make confident decisions in complex situations.
Our approach combines planning, protection, and long-term strategy, helping clients move forward with clarity and purpose.
Exit Planning for Business Owners
We help business owners prepare for one of the most important financial events of their lives — the transition of their business.
As Certified Exit Planning Advisors (CEPA®), we guide owners through the decisions that impact value, legacy, and future financial security.
Our work includes:
• Understanding business value and identifying opportunities to improve it
• Planning for succession, continuity, and ownership transition
• Addressing risks related to key people and ownership structure
• Preparing for life after the business
• Employee benefit considerations
• Business continuity planning
• Key person strategies
• Retirement planning for business owners and employees
Our goal is to help you maximize what you’ve built and transition forward with confidence.
The Blueprint Succession Path (TM)
Guiding Business Owners from Success to Succession
At Blueprint Financial Group, we specialize in helping business owners exit their businesses with clarity, confidence, and maximum value. Our Blueprint Succession Path™ is designed to guide you through one of life’s biggest transitions, while protecting everything you’ve built.
The Blueprint Succession Path TM
A 5-phase process to unlock the value of your business and secure your legacy.
1. Discover - We start by understanding your business, your personal goals, and where you stand today.
Blueprint Clarity Report
- Business Succession Readiness Score
- Owner vision & values
- Business & family goals alignment
2. Design - We build your custom succession roadmap—designed to close the value gap and align tax, estate, and growth strategies.
Succession Roadmap & Value Gap Analysis
- Exit options explored
- Business valuation & benchmarking
- Tax & timing considerations
3. Align - We coordinate with your team of advisors to make sure everyone is rowing in the same direction.
Succession Team Brief
- Attorney, CPA, M&A team integration
- Estate & insurance planning
- Key employee and continuity strategies
4. Monetize - When the time is right, we help you execute your plan, maximize value, and minimize tax drag.
Exit Monetization Strategy Plan
- Exit deal structure
- Liquidity & reinvestment strategy
- Family wealth transfer tools
5. Transition - We help you define what’s next for your wealth, your purpose, and your legacy.
Life After Exit Blueprint
- Post-exit financial plan
- Legacy & giving strategy
- Family governance & coaching
Ready to start your succession journey?
Schedule your complimentary Succession Readiness Assessment
Your legacy is too important to leave to chance.
Let’s build your blueprint together.
NIL Financial Planning for Athletes
The NIL landscape has created new opportunities, and new risks, for student-athletes.
We help athletes and their families:
• Understand NIL income and tax implications
• Evaluate contracts and avoid costly mistakes
• Structure income through entities when appropriate
• Build long-term financial strategies beyond sports
Our goal is to provide clarity, protection, and confidence in a complex financial environment.
Comprehensive Financial Planning
Financial planning is about more than numbers, it’s about creating alignment between your goals, your resources, and your future.
We work with clients to build clear, actionable strategies that evolve over time.
Our planning approach may include:
• Retirement planning and income strategies
• Investment guidance aligned with your goals and risk tolerance
• Insurance and protection planning
• Cash flow and savings strategies
• Ongoing adjustments as life changes
We focus on helping you make informed decisions with confidence.
Investment Strategies
We provide guidance on investment strategies that align with your financial goals, timeline, and risk tolerance.
Our approach focuses on:
• Long-term planning and disciplined strategy
• Diversification across appropriate investment vehicles
• Ongoing monitoring and adjustments
We help you understand how your investments fit into your overall financial plan.
Protection Planning
Protecting what you’ve built is a critical part of any financial plan.
We help clients evaluate and implement protection strategies that may include:
• Life insurance planning
• Disability and income protection
• Long-term care considerations
• Risk mitigation strategies for individuals and business owners
These strategies help support stability through life’s uncertainties.
Serving Our Community
We are proud to serve a diverse community in St. Louis and beyond.
Guidance is available in both English and Spanish to ensure clarity and confidence for every client.
Ofrecemos asesoría financiera en español para ayudar a familias y dueños de negocios tomar decisiones con seguridad y claridad.
Let’s Start with a Conversation
Every financial decision starts with understanding your current situation and where you want to go.
Whether you're preparing for a business transition or navigating new opportunities, we’re here to help you take the next step with clarity and confidence.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
