~ Risk Assessment Process ~

The Boulevard Basic Assessments are designed to provide you with a basic understanding of the risks facing your financial life, and are available to anyone without a fee.  Advanced Assessments are available only to clients of Boulevard, and are designed to inform our 3 primary service offerings.  These advanced assessments are based upon each phase of the Life Cycle of Wealth.  Depending upon your situation, any combination of the assessments may be necessary to completely address your risk management picture.

 

 

Phase One – Prepare

 

This advanced assessment identifies the fundamental risks involved in your financial life. In particular, morbidity, mortality, cash flow, and market risk are all tested. Special attention is given to existing insurances and aggregate portfolio risk.

Phase Two – Produce

 

This advanced assessment identifies the risk associated with your retirement funding, and your overall tax considerations. If you are a

business owner, special consideration is given to the risks inherent in business ownership based upon entity type, structure, other

partners, and benefit programs. Particular attention is given to the expected length of your life in Phase 2, risk-adjusted return

expectations, and inflation risk.

Phase Three – Prosper

 

This advanced assessment identifies the risk associated with your income strategy and the related tax considerations. If you are a business owner, it will also detail business succession scenarios. Special attention is given to the expected length of your life in Phase 3 and 4, risk-adjusted return expectations, inflation risk, and longevity risk.

Phase Four - Preserve

 

This advanced assessment  identifies the risk associated with your estate strategy and your family structure, health, and relationship

dynamics.  If you are a business owner, it will also detail business succession risks and opportunities.  Special attention is given to

the expected length of your life in Phase 3 and Phase 4, in addition to tax risk and estate distribution risk.

Eden Prairie Office

6500 City West Pkwy #325

Eden Prairie, MN 55344

(877) 664-2583

Edina Office

6800 France Ave. S. #120

Edina, MN 55435

(877) 664-2583 xt 501

Rosemount Office - NEW!

15225 Carrousel Way #7

Rosemount, MN 55068

(877) 664-2583 xt 801

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