2019 DEREK CROPPED.jpg

DEREK VILLARS, CLU®CASL®  ChFC®

derek@blvdwealth.com

(877) 664-2583 xt.301

  • LinkedIn Social Icon

ADVISORY BACKGROUND

Advanced insurance case design, pre-underwriting analysis, and policy advisory

16-year risk management consultant to high-net-worth families and other advisers

 

SERVICE ROLE

Insurance Policy Performance Audits and Marketplace Comparison Evaluations

Advanced Estate Planning: Gifting Strategies, Revocable and Irrevocable Trust Funding

Advanced Business Planning: Business Succession Planning, Deferred Compensation Structuring

 

EDUCATION

Bachelor of Arts, (1991 - 1996) St. Cloud State University   

DISTINCTIONS

CHARTERED LIFE UNDERWRITER™

CHARTERED ADVISORY FOR SENIOR LIVING™

CHARTERED FINANCIAL CONSULTANT™

 

 

Advisory and Insurance Services through Boulevard Wealth Management, Inc. (dba BOULEVARD), A Registered Investment Advisor.  Insurance Services through Boulevard Wealth Management, LLC (dba BOULEVARD), A Licensed Insurance Agency.  Derek Villars, CLU®, CASL®, does not offer tax or legal advice. Please consult the appropriate advisor.  The CLU®, CASL®, ChFC®, CHARTERED LIFE UNDERWRITER™ and CHARTERED FINANCIAL CONSULTANT™  marks are the property of the American College, which reserves the sole rights to its use, and are used with permission.

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

  • s-linkedin
  • s-facebook
  • s-tbird

Form ADV  |  Privacy  |  Terms  |  Security  |  Continuity  

 © 2019 Boulevard Wealth Management.  All Rights Reserved.

Web Services by Fidere Media, LLC