OUR PURPOSE

We believe in earning your trust by taking the time to get to know you - your values, priorities and objectives. This allows us to create a personal financial plan* tailored to you and only you. We surround you with experts who coordinate all the parts of your life and provide support wherever you need it.

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Working Together

We don't believe in a "one-size-fits-all" approach. Instead, we work with you to create a strategy that's based on your individual needs and objectives. At Blueprint For Wealth, we pride ourselves in always putting the client first.

So how do we get started?

KNOW MORE

LET'S TALK:

That's how it all begins-with a simple conversation. Let's get together at your convenience, maybe over coffee, and see if working together makes sense for both parties.

BE OPEN & HONEST:

We'll try our best to anticipate your needs, but will never assume anything. That's why it's so important to be as candid as possible when discussing your goals.

ASK LOTS OF QUESTIONS:

Go ahead, we don't mind. In fact, we love to answer questions and want to make sure that you fully understand every recommendation we make.

YOU MAKE THE DECISIONS:

While this is very much a team approach, there's never any doubt who's in charge. We'll analyze your needs, review your coverage, and supply all the information-but every decision is completely up to you.

*Wayne Rector is also separately registered as an Investment Adviser Representative, under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of Florida, Alabama, Arkansas, Arizona, California, Florida, Iowa, Illinois, Kentucky, Missouri, Mississippi, New York, South Carolina. As such, these services are strictly intended for individuals residing in Florida, Alabama, Arkansas, Arizona, California, Florida, Iowa, Illinois, Kentucky, Missouri, Mississippi, South Carolina.