About Us

Blueprints For Tomorrow is a nationally recognized financial services company that specializes in business contingency/succession, key employee retention, and retirement planning.

We work directly with closely held businesses to create customized strategies and solutions to prepare for the unexpected. As a third-generation company with over 40 years in the industry, we have had the pleasure of serving over 3,000 business owners and their families across the country.

We Prepare Business Owners for the Unexpected

It takes a lifetime to build a business and it takes a moment for it to fall apart. All it takes is an unexpected death, an unforeseen illness, or a key personnel departure. Business owners must understand the possibilities, prepare for the risks, and plan for their continuity and succession. Protecting the business means protecting the families that depend on your business. The financial stability is interconnected. We understand this because we live it ourselves.

Nathan S. Sachs, CLU, ChFC, CFBS, CTP

Nate Sachs is the founder and owner of Blueprints For Tomorrow. He has four decades of experience in succession, contingency, and key employee retention, and is also an author, credentialed national speaker, and adviser to over two thousand entrepreneurs. Nate’s overall goal is to get business owners to work on their business instead of in their business.

In 1983, Nate moved to Phoenix, Arizona and in 1985, founded Blueprints For Tomorrow in Scottsdale which specializes in working with closely held businesses. His company has built a network of successful clients who have created an invaluable strategic partnership with Blueprints For Tomorrow.

Being an Indianapolis, Indiana native, Nate graduated from Indiana University with a degree in finance and was president of the Alpha Epsilon Pi fraternity. He went on to receive the Chartered Life Underwriting Designation from American College in Bryn Mawr, Pennsylvanian in 1985, the Chartered Financial Consultant designation in 1987, and the Certified Business Specialist designation in 1995. In 2014, Nate became a Certified Transition Planner with the Transition Planning Institute in Boston, MA.

With passion, Nate frequently lecturers across the country to business owners on various topics, having spoken to over 500 organizations. He has published over 200 articles and is a sought-after expert resource for publications about strategic business planning and exit strategies. Out of 150 speakers in their first year speaking for Vistage International, Nate received the Speaker of the Year award and to date, delivers 75-100 presentations a year.

Nathan S. Sachs, CLU, ChFC, CFBS, CTP
natesachs@blueprintsfortomorrow.com

Ian Sachs, FSCP®

Ian Sachs is the Managing Partner of Risk Resource where he provides leadership and direction for the company’s insurance and marketing functions. He is also responsible for overseeing the development, management, and overall satisfaction of new and existing clients.

Guided by the example of his Father, Nate Sachs, and a lifelong passion for helping people and adding value to the lives of others, Ian proudly joined the family business shortly after graduating from Indiana University in 2012. Since then, he has fully immersed himself into the world of insurance and financial planning under the guidance of Nate’s four-decades of experience.

Shortly after joining Risk Resource, Ian identified a need for insurance planning among his underserved age group. He developed and launched the Future Leaders Division of the company in 2015 with tailored programs to meet the needs of young people, newly married couples and closely held businesses and entrepreneurs. As a result, he has helped hundreds of clients across the country get the coverage they need and establish wealth accumulation vehicles for the future.

Growing up in Scottsdale, Arizona, Ian takes pride in serving his community and is an active member of several philanthropic and community organizations. When he’s not at the office, Ian is serving as President of the Jewish National Fund’s JNFuture Arizona Board. He also enjoys spending time with his wife, golfing, reading and watching Science Fiction movies.