Privacy Policy

WHAT DOES BLUEPRINT FINANCIAL ADVISORS, LLC DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number
  • Income
  • Assets
  • Risk tolerance
  • Account balances
  • Retirement assets

How?

All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Blueprint Financial Advisors chooses to share; and whether you can limit this sharing.

For our everyday business purposes – 		Yes No
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
For our marketing purposes – No We don't share
to offer our products and services to you
For joint marketing with other financial companies No We don't share
For our affiliates’ everyday business purposes – Yes Yes
information about your transactions and experiences
For our affiliates’ everyday business purposes – No We don't share
information about your creditworthiness
For our affiliates to market to you No We don’t share
For non-affiliates to market to you No We don't share

To Limit Our Sharing

Call 844-200-2568.

Please note:
If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice.

However, you can contact us at any time to limit our sharing.

Questions

Call 844-200-2568 or contact us online.

Who We Are

Who is providing this notice? Blueprint Financial Advisors, LLC.

What We Do

How does Blueprint Financial Advisors protect my personal information? To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Blueprint Financial Advisors collect my personal information? We collect your personal information, for example, when you:

  • Enter into an investment advisory contract
  • Seek financial advice
  • Make deposits or withdrawals from your account
  • Tell us about your investment or retirement portfolio
  • Give us your employment history

Why can’t I limit all sharing? Federal law gives you the right to limit only:

  • Sharing for affiliates’ everyday business purposes – information about your creditworthiness
  • Affiliates from using your information to market to you
  • Sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates: Companies related by common ownership or control. They can be financial and nonfinancial companies.

Blueprint Financial Advisors, LLC shares common ownership with Robinson-Langley Capital Management, LLC, Blueprint Fund Management, LLC, Blueprint Investment Partners, LLC, and Blueprint Insurance Services.

Nonaffiliates: Companies not related by common ownership or control. They can be financial and nonfinancial companies.

Blueprint Financial Advisors does NOT share with non-affiliates.

Joint marketing: A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

Blueprint Financial Advisors does NOT jointly market with non-affiliates.