Blueprint Wealth Advisors, LLC
John O'Shea is a seasoned financial professional currently serving as a Senior Financial Associate at Blueprint Wealth Advisors, LLC since August 2024. Prior to this role, John worked as a Consultant at Slalom from January 2021 to January 2024 and pursued an MBA at the Indiana University - Kelley School of Business from January 2020 to January 2021. John's extensive experience also includes a significant tenure at Jackson, where responsibilities included Regional Vice President, Business Development Consultant, and Internal Wholesaler from January 2013 to January 2020. John holds dual advanced degrees in Business Analytics and Business Administration from the Indiana University - Kelley School of Business, both completed in May 2021.
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Blueprint Wealth Advisors, LLC
No matter what your level of wealth, working with us can help you pursue your goals. Together, you'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules: Accumulation: how to target asset growth Retirement planning: how to target distribution of your assets in a tax-advantaged way Estate planning: how to preserve your assets Risk management: how to protect your assets Business planning: how to grow and manage your business Taxation: how to minimize your tax burden Create a comprehensive plan By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we'll assemble an implementation plan for your financial future. Securities and advisory services offered through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org , a registered investment adviser. This communication is strictly intended for individuals residing in the states of AZ,CA,CO,FL,GA,IL,IN,MA,MI,MN,NY,OH,TX,WA,WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. “Please see our Terms of Use here: www.commonwealth.com/termsofuse.html