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Skip to main content menu Client Hub * Home * How We Help You * Business Blueprint * Family Blueprint * Trustee Services * How We Work * Our Team * Ann Bollinger * Erik Gruber * Stacy Hendrickson * Kit Hinz * Chris Millward * Extended Team * Blog * Contact Us * Fee Schedule * YOUR FINANCIAL CONCIERGE FOR LIFE’S BIGGEST DECISIONS 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. Learn More Read More OUR CLIENTS ARE BUSINESS OWNERS WITHIN 5 YEARS OF SELLING THEIR BUSINESS FAMILIES WITH INVESTABLE ASSETS HOW WE WORK Our flat fee structure allows us to unbiasedly manage a client’s family, estate and business interests, without requiring us to sell a “product” to get paid. Transparency and integrity is always our intention. Read More OUR TEAM ANN BOLLINGER ERIK GRUBER STACY HENDRICKSON KIT HINZ CHRIS MILLWARD RECENT BLOGS Aug 20, 2024 HOW TO BEAT INVESTING FOMO: THE POWER OF PATIENT WEALTH BUILDING Investments Finance Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame — I wish I had invested in that new tech before it went... Aug 2, 2024 3 INVESTMENT FACTORS THAT DON’T DRIVE LONG-TERM RETURNS Investments As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and... Jul 18, 2024 A GUIDE TO PENSIONS & RETIREMENT BENEFITS Retirement Investments Tax Planning How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially... ARE WE A GOOD FIT FOR YOU? ARE YOU A GOOD FIT FOR US? LET’S FIND OUT. GIVE US A CALL: 231-668-4147 SEND US A TEXT: 231-668-4147 SEND US AN EMAIL: SERVICE@BLUEPRINT.FAMILY OFFICE 10238 E. Cherry Bend Road Traverse City, MI 49684 WE’D LOVE TO HEAR FROM YOU Text | 231-668-4147 Phone | 231-668-4147 Email | service@blueprint.family Blueprint Partners is a registered investment adviser located in Traverse City, MI. Blueprint Partners may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Blueprint Partners's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Blueprint Partners's web site on the Internet should not be construed by any consumer and/or prospective client as Blueprint Partners's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Blueprint Partners with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Blueprint Partners, please contact the state securities regulators for those states in which Blueprint Partners maintains a registration filing. A copy of Blueprint Partners's current written disclosure statement discussing Blueprint Partners's business operations, services, and fees is available at the SEC's investment adviser public information website - www.adviserinfo.sec.gov or from Blueprint Partners upon written request. Blueprint Partners does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Blueprint Partners's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Blueprint Legacy LLC and individually licensed and appointed insurance agents. Schedule Discovery Meeting © 2024 Blueprint Partners All rights reserved.