Delivering transparent, scalable and objective investment and financial planning advice to our clients.
Dedicated to the advancement of investment and financial planning, Blueprint Financial Strategies is a comprehensive fee-only registered investment advisor. Noah Schwartz is a Certified Financial Planner.
Scott is an experienced financial services professional with over 32 years in the industry. He offers expertise in life insurance, savings and investment products with focus on planning for retirement and business needs.
Scott graduated from the United States Military Academy at West Point, NY in 1977. He earned a Masters of Science in Financial Services Management (MSM) from the American College in Bryn Mawr, PA, in 1997. He also holds the professional designations of Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Chartered Leadership Fellow (CLF). He holds FINRA Series 6, 7, and 63 licenses as a Registered Representative with NYLIFE Securities, LLC (member FINRA/SIPC), and as a Financial Adviser with Eagle Strategies LLC., (a Registered Investment Adviser).
Scott is currently President of the West Point Society of Connecticut, Vice President of the Newtown Chamber of Commerce, and a member of the Rotary Club. He is also an active member of the Knights of Columbus and Veterans of Foreign Wars. He has been a resident of Newtown since 1993. In 2005, Scott retired as a Lieutenant Colonel in the US Army reserves.
Sandy Hook, CT 06482
Tim Haas, CFP®, MBA is “The Approachable Financial Planner”. He works one-on-one with clients to meet their unique needs, which means he works in your best interests and is available to you throughout the year. Tim’s fees are reasonable, because his primary goal is helping his clients by simplifying the complex and sharing plans and projections with clarity. Tim works in person or remotely, while maintaining confidentiality and securing your information with encryption.
Tim’s ideal clients are couples and singles who are nearing or currently enjoying retirement, who want to ensure their income lasts a lifetime and would like to leave a legacy. Tim is also adept at helping clients in their working years achieve goals for college planning, tax reduction, and estate planning. His specialties include investment management, social security maximization and medicare planning. He enjoys helping people eliminate debt and get on a solid financial path.
The best way to get started with Tim is scheduling a 10 minute get acquainted call to learn if working together will be worthwhile for you. Naturally there is no obligation to move forward with any next meeting, until you feel confident and comfortable. Tim is easy to to talk with and easy to do business with, while delivering great confidence and value to his clients. All are welcome.