(480) 596-1525isachs@riskresource.com;ellen@riskresource.com

Nate Sachs CLU, ChFC, CFBS, CTP



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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 1985, Nate received the Chartered Life Underwriting Designation from American College in Bryn Mawr, Pennsylvanian, 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.

"I really believe that my ability to take concepts and put them into understandable, effective strategies for my clients is my greatest benefit."

Nate Sachs CLU, ChFC, CFBS, CTP

Schedule a free, no-obligation consultation

Whether you have been building wealth for years or are just starting out, I'd like to schedule a consultation with you to review your goals and customize a financial plan that is unique to your situation.

Phone: (480) 596-1525



Personal Wealth Coach

For the last 10 years, Kevin has coached over 3,000 financial professionals on how to implement proven wealth strategies for their clients. He’s developed close to 2,500 strategies for individuals and families with a focus on increasing their personal wealth. And over $100.3 million dollars have been put into those accounts.


Personal Wealth Coach

Jordan has been in the financial industry for over 10 years and has coached over 2,000 financial professionals nationwide on proven wealth strategies. He currently serves as a personal consultant for four of the top financial advisors in the entire country; advising them on what strategies need to be implemented that are in the best interest of their clients. Over $90 million have been put into these wealth accounts.


Advanced Markets Strategist

Working with over 1,500 financial advisors, Brian develops and recommends financial strategies that are in the best interest of their clients. With a specialty in advanced markets and wealth-building, he analyzes the needs and goals of individuals and families and provides easy-to-understand, vibrant illustrations of where they currently are versus where they can be if implemented correctly.