1. Comprehensive financial planning with MoneyWorks™
Financial planning projects are completed for a predetermined flat fee. Fee estimates are provided prior to engagement. We begin by conducting an onboarding process to gather all the financial facts as well as your thoughts and perceptions surrounding your financial life. From here, the Boulevard Team will assess and custom build a plan based on your personal financial life, goals and needs. Here the client benefits from a collaborative approach with the insight of multiple experienced and credentialed advors from multiple scopes of excellence. The mutually agreed planning fee becomes payable upon delivery of the plan, but Boulevard will continue to help the client execute on recommendations and advise within the scope of the agreement. Boulevard will add value beyond our planning fees, guaranteed. In the unlikely chance a client does not see a fair exchange of value, we will refund the planning fee of the current engagement. Clients can review their plans regularly through ongoing review meetings, and via the MoneyWorks™ Client Web Portal.
2. Portfolio Advisory Services
Boulevard Wealth Management provides full-service investment management services, with an emphasis on risk management. After a comprehensive assessment of your personal risk tolerance, we implement a systemtic rebalancing approach that allows us to take profits from the areas of the market that have gone up and subsequently buy into areas that are down. Portfolio Advisory Services are billed as a quarterly fee on assets under management, according to the most current fee schedule in our form ADV.
3. Insurance Advisory Services
Boulevard Insurance Advisory Services are unique in their approach. Unlike any other insurance agency, we purposely built our insurance arm to best serve the client, as opposed to being a profit center for the company. Boulevard measures success by the extent we help to increase clients’ assets and portfolios. Thus, we seek to minimize the expense of insurance while still covering the needs that only insurance can fill as identified in a clients’ financial plan. Insurance can be an indispensable tool for some clients, while a completely unnecessary expense for others. We will help you assess your needs while minimizing the expense. To this end, we employ a unique process that allows us to shop the universe of policies available for you and identify the best value for you personally. If we get a surprising or disappointing offer from a carrier, our process allows us to go back and reshop the market with no additional inconvenience to the client, saving you time and money. Further, our in-house experts are highly skilled and experienced in evaluating existing policies for performance and efficiency as well as designing plans and policies for high efficiency to meet a specific personal or corporate goal. It is not one size fits all here.