Code of Ethics

Blueprint Financial will:

• Serve the interests of our clients. We will always place the interests of our clients above our own.
• All financial relationships, direct or indirect, between consultants and investment managers, plan officials, beneficiaries, sponsors or any other potential conflicts of interest shall be fully disclosed on a timely basis.
• Recommendations to clients and decisions on behalf of clients shall be solely in the best interest of the client.
• We will fully disclose to our clients, services provided and compensation received.
• We will provide clients all material information related to the investment decision-making process as well as other information they may need to make informed decisions based on realistic expectations.
• All client inquires shall be answered promptly, completely, and truthfully.
• We will maintain the confidentiality of all information entrusted by the client, to the fullest extent permitted by regulatory and legal entities in conjunction with the professional’s firm/company policy.
• We will comply fully with all statutory and regulatory requirements affecting the delivery of investment consulting services to clients and maintain competency in investment management consulting and financial services through education and training to better serve clients and enhance investment management consulting.
• At all time we will maintain a high level of professional ethical conduct.