How We Help You
At Blueprint Legacy Group, our role is to provide thoughtful guidance that helps you make informed decisions about your financial future. We take a comprehensive approach that includes retirement income strategies, investment management, Social Security considerations, Medicare planning, tax-aware investing, and estate planning.
We recognize that every situation is different, which is why we emphasize clarity and transparency in every step of the process. Whether you’re preparing for retirement, managing the complexities of business ownership, or thinking ahead about your legacy, we aim to offer strategies and insights that reflect your goals and values. Our objective is to serve as a trusted partner, walking with you as you navigate the important choices that shape this next stage of life.
A Holistic Approach to Your Financial Future
At Blueprint Legacy Group, we believe retirement is more than a financial milestone — it’s the beginning of a new chapter. Founded by Steve A. Mullins and Jeff Brabham, we help families, retirees, and business owners protect, grow, and pass on their wealth with confidence. With decades of combined experience in financial services, Medicare planning, and investment advisory, we serve clients across the U.S.
From the start, our mission has been clear: financial planning should be personal, transparent, and focused on your goals — not product sales. We take a holistic approach, blending time-tested strategies with innovative solutions to address retirement income, Medicare, and estate planning. Our role is to walk with you through each stage of retirement, offering clarity and guidance so you can move forward with confidence.
Integrity
Always acting in the best interest of our clients.
Clarity
Explaining strategies in plain language, without jargon.
Stewardship
Treating your resources as if they were our own.
Partnership
Walking alongside you through every stage of retirement.
