Boulevard Financial
works closely with clients and their advisors to offer advice and provide creative, customized solutions to complex financial challenges or exposures.

About Boulevard Financial

Boulevard Financial is a financial services firm that specializes in the design, implementation and administration of Executive Benefit and Wealth Preservation Plans.

The partners of Boulevard Financial exceed a combined 80 years of experience, bringing extensive knowledge and expertise to address our clients’ financial challenges. Our team works closely with clients and their advisors to offer advice and provide creative, customized solutions to complex financial challenges. We do more than examine current exposures surrounding an individual or an organization – we listen to long term goals, analyze the complete picture of a client’s financial status and place an emphasis on working proactively to help prevent future financial roadblocks that may arise. Boulevard Financial is more than a firm of advisors – we are listeners, partners and resolution experts.

We help employers provide better long term benefit solutions through unique approaches to plan design, administration, funding and cost control.

Our expertise, supported by technology, can bring clients innovative strategies, effective administration and sophisticated planning.

We provide creative and objective solutions and develop effective and efficient means for financing those solutions.

About M Financial Group

With more than 135 Member Firms, M Financial Group is one of the nation's leading financial services design and distribution companies.

Since 1978, M Financial's network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.

M Financial Group's Member Firms are recognized in the wealth transfer, executive benefits, and wealth management markets. Through the relationships M Financial has established with major product manufacturers, including John Hancock, Nationwide, Pacific Life, Prudential, TIAA-CREF Life Insurance Company, and UNUM, and the expertise of more than 135 leading independent financial services firms, Member Firms are positioned to deliver customized insurance, benefits, and investment solutions to help meet the complex needs of their clients.

M Financial was founded on the principle that "off-the-shelf" products often do not meet the needs of the ultra-affluent and corporate markets. For more than 30 years, M Financial has worked closely with some of the nation's most prestigious insurance carriers and investment firms to pioneer some of the industry's most innovative solutions. The client base of Member Firms represents the experience of the ultra-affluent marketplace. Access to this experience data, combined with the collective buying power of these clients, translates into the ability to create proprietary products designed specifically for wealth preservation, wealth transfer, and executive benefits programs. These products are available exclusively to the clients of M Member Firms. In addition, M Holdings Securities, Inc., M Financial's full service broker/dealer, and M Wealth, M Financial's wealth management division, provide Member Firms with access to a wide variety of investment products and services.

M Financial Re, a life reinsurance company owned by M Financial stockholders, reinsures a large percentage of the business Member Firms write, providing Members with an equity stake in their business. M Financial Re also aligns the interests of producers and carriers for quality business and helps to facilitate strong relationships between Partner Carriers and M Financial. M Financial Re is a subsidiary of M Financial.

Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship. For more information on M Financial Group go to mfin.com.

7500 College Boulevard : Suite 1110, Overland Park, KS, 66210

(913) 317.5400

Please send new business inquiries to:
katiem@boulevardfinancial.com