Blueprint Partners

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LET'S PLAN YOUR LIFE'S BLUEPRINT.

We believe effective strategies come from working closely with all who may be involved with your financial life. By bringing a team of key advisors, business partners and applicable family members, we create a single source for a client to understand and align everything that’s related to their family business, assets and future. As your personal CFO, we manage that coordination for effective results.

PLANNING FOR – BUSINESS • FAMILY • ESTATE • INVESTMENT • LEGACY

FAMILY BLUEPRINT

The very nature of a family’s wealth and legacy is deeply personal and it takes a special team to support it. We are honored by the close relationships we develop with our clients, and it’s these bonds that deliver lifetime friendships as a result.

FAMILY BLUEPRINT

BUSINESS BLUEPRINT

Your business was built on integrity and a strong set of family values. The foundation of our work is no different. It takes highly trusted partners to help navigate the sensitive nature of a family’s business and assets and we pride ourselves on delivering the utmost in truthful, ethical and confidential support.

BUSINESS BLUEPRINT

HOW WE WORK

You can depend on us to be your voice through all of life’s phases. Whether you’re in the midst of running a successful business, developing a succession plan or thinking ahead to the disbursement of your wealth and assets, we will be here — on the same side of the table — as your trusted ally.

HOW WE WORK

OUR TEAM

Our team of dedicated professionals.

OUR TEAM

Topics of Interest

Estate Planning Strategies: Smart Techniques

Business Owner Planning

Quotables

Opportunity is missed by most people because it is dressed in overalls and looks like work.

Thomas Edison

The secret of getting ahead is getting started.

Mark Twain

Author

Focus more on helping people than impressing people.

Samuel Deuth

There are risks and costs to a plan of action. But they are far less than the long range risks and costs of comfortable inaction.

John F. Kennedy

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, California, Colorado, Florida, Indiana, Michigan, Minnesota, Ohio, Texas

Insurance: Georgia, Michigan, Ohio

Erik Gruber, Chris Millward, Ann Bollinger and Stacy Hendrickson are registered representatives of Lincoln Financial Advisors Corp.

Blueprint Partners is not an affiliate of Lincoln Financial Advisors.

Privacy Policy

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.