Blueprint Financial and Insurance Services, LLC
12/30/2011 09:51AM ● Published by Style
Photo by Dante Fontana
Describe your business. Did you find it, or did it find you?
Our services fall primarily into two areas: wealth accumulation and risk management. In wealth accumulation, we find ways to help you accrue the necessary dollars to help achieve the goals most important to you, whether it’s for your children’s education, a future financial need, or planning for retirement. With risk management, we assist you in planning for your liquidity needs and help you protect against an unexpected death, a long-term care event, or a disability.
What was the first job you ever had, and what did you learn from the experience?
Deron’s first job was working for his dad’s service station in Greenfield, CA. Deron learned from his parents what it takes to run a successful business.
Why is your staff the best in the business?
Our staff loves working with our clients and thrives on the relationships we build with them.
Where do you go when the going gets tough?
Garrett’s favorite place to go is Buck’s Lake. It is heaven on Earth and a great place to go for running, mountain biking and water skiing.
What’s your favorite local business other than your own?
Douglas Blvd Dental – he’s a great dentist who grew up here and values his clients as much as we do.
If you could be any other profession what would it be?
Definitely a professional baseball player – that way we could grow beards like San Francisco Giants pitcher Brian Wilson.
And finally, customer service is…?
Everything! Our clients have chosen to work with us because we are loyal and committed to making a positive impact on their lives. We truly take the time to understand their situation, as well as personal and financial goals that are most important to them.
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