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Providing unbiased financial advice

Reach your goals with expert advice you won't get from your bank or brokerage

Get the big picture from an independent expert.

Have a financial planner lay out your next steps for a secure future.

Grow your savings.

Make smarter investment decisions with sound financial advice.

Receive a plan that never grows old.

We keep your plan actionable by updating it as your life changes.

See a sample Boulevard R Roadmap

How you'll reach your goals with Boulevard R

Independent, unbiased advice with no strings attached

To help you reach your goals, Boulevard R has been working with leading independent financial planners to developed a step-by-step process that provides you with unbiased, personalized advice.

While many financial services companies are focused on short-term profits (e.g. the sub-prime mortgage crisis) and limited services, Boulevard R provides you with the big picture. Boulevard R specializes in one thing: unbiased advice. Unlike your bank or brokerage, we're not pushing any products.

Advice to help you invest better

Boulevard R understand where you are and how you can reach your goals. Having a big picture view of your finances helps you make better investment decisions.
Boulevard R also advises you on ways you can meet your investment goals and models some alternative portfolios to help you see how different investments have performed over time.
You won't find any hot stock tips here. What you will find is sound, professional advice backed up by historical data and with a view towards long-term financial security.

Get advice from experts and members

Have a question or a tip on a way to spend less? Then you can participate in Boulevard R's community where you can:

  • Ask a Planner a financial question
  • Find out the latest news on your goals
  • Get tips on ways that you can spend less

While your finances remain private, you can get advice from Boulevard R members who can help you reach your goals.

We don't know who you are

All the information you provide is safe and anonymous, since we never ask for any personally identifiable information.

We take extra precautions by using SSL encryption and are Verisgn secured.

All financial transactions are done through PayPal (you don't need a PayPal account and can pay with a credit card), so Boulevard R never knows or has access to any of your payment information.

Get a plan that changes with you

You get support through an online dashbaord that automatically keeps your plan up-to-date. Boulevard R serves up new tasks related to your Next Steps, while providing ongoing support in the form of community features, such as Ask a Planner, Tips and News.

Boulevard R is also here to help you with important financial decisions. We're working with indepednent financail planners to develop interactive Advice Videos, which provide a personalized recommendation once you've answered a few questions.

An affordable alternative to expensive advice

For a comprehensive plan from a independent financial planner you could end up paying hundreds or thousands of dollars. At Boulevard R, you can get a personalized, high-level plan for $49. These are just a few of the key areas your high level plan, which we call a Roadmap, will address:

  • The next financial steps you should take
  • Net worth assessment and analysis
  • Investment advice

Boulevard R is the affordable advice option for those who can't afford expensive independent financial planners.

Copyright 2008 Boulevard R. All rights reserved.