Blueprint Financial has some exciting news.
You’re probably familiar with Sacramento-based Hanson McClain Advisors (recently renamed Allworth Financial). We’ve been affiliated with them as a member of the Hanson McClain Retirement Network since 1998, and we’ve known the founders, Scott Hanson and Pat McClain, for over 30 years. They are not only trusted colleagues and friends who do things the right way, but they’re also an award-winning, fiduciary investment advisory and retirement planning firm that has been instrumental in our growth.
With that in mind, we’ve decided the time is right to move our operations entirely under the Allworth Financial umbrella, and will, as of May 1st, be combining our firms.
Rest assured, we, along with Kathee, are staying right here, and you’ll continue to receive the same high level of service and advice from us that you’ve come to expect, but with the new partnership, you’ll soon also have access to additional services such as credentialed tax preparation.
It remains our great pleasure to serve you, and we hope to continue to meet your financial planning and investment needs for many years to come.
To learn more about Allworth Financial, click here.