Strategic Planning Order Summary

BOULEVARD Strategic Planning is a full-service financial planning engagement designed to improve user decision-making regarding personal finance matters.  A Strategic Planning engagement does not represent an offer to buy/sell any securities.  Information provided through Strategic Planning is believed to be reliable but is not guaranteed and may not represent all necessary information for making financial decisions.  BOULEVARD, its representatives, and the MoneyWorks™ system used for Strategic Planning delivery do not represent tax or legal advice.  Please consult the appropriate advisor.

 

Delivery of Form ADV2 in the footer of this site is accepted by the subscriber under SEC Rule 204-3.