Do you know if you're on track?
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In 5 minutes you can complete our simple 3-step process.
Tell us a little about your financial goals and current situation
Tweak your settings to see how small changes can improve your financial future
Review your Starter Roadmap and personalized Dashboard designed to help you get ahead
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Privacy Policy
Your information will not be sold or rented.
Your privacy is taken very seriously and neither your contact information nor your financial information will be shared with another professional outside of the advisor's firm or any organization, unless you expressly allow it. You can opt out of educational emails at any time.
About Mark Stempel
By taking the right steps, it is possible for you to have a secure financial future. People who work with Mark Stempel & Associates find that they accomplish the following:
* They develop clear goals and a clear direction
* They invest regularly in a fully diversified portfolio consistent with their risk tolerance
* They adequately provide for their loved ones in the event of unforeseen circumstances
* They pay off their consumer debt
* They make smart tax moves to reduce the amount of taxes they are paying
And by working with Mark Stempel & Associates, you know that you are getting unbiased financial advice with no conflict of interest.
The Most Comprehensive Advice Available
We integrate all the financial areas in your life, including tax planning/preparation, estate planning, will execution, insurance and investment advice and implementation into one overall comprehensive plan. Amazingly, most so-called "financial planners" pay little or no attention to taxes or your personal residence, even though these two items probably represent your largest financial commitments. In addition to being skilled financial planners, we are personal income tax specialists and fully integrate taxes, all investments and financial planning.
About Boulevard R
Boulevard R started out as a conversation between Jon and Matt Iverson over lunch in June 2005. As Jon was just about to turn 59 1/2 and start withdrawing savings from his retirement accounts, he was trying to figure out the best way to go about it.
At the time, Matt was working for one of the leading consumer advocates in California who was the founding director of Consumers Union's West Coast Office (publishers of Consumer Reports). As they worked together to address Jon's issue, they found a business environment that required asset minimums and largely excluded most people seeking independent financial strategies.
To level the playing field, they set about building a team of some of the top independent financial planners in the country, as well as a leading behavioral economist, Prof. Dan Ariely from MIT and Duke, recently named one of Fortune's 10 New Gurus of the Year. On the software side, Jon and Matt recruited a star team of programmers and brought on the technical founder of E*Trade as an advisor.
With the team in place, Matt and Jon set out to develop a tool that could help everyone find out if they were on track and also identify some key areas where they could improve. Ultimately, they settled on creating a fun, engaging service that financial advisors could offer to people in their local communities in order to help them answer the question "Am I financially on track?"
In designing the product for advisors to provide to people in their local area, Boulevard R took data security and consumer privacy very seriously. In addition to the latest security measures, Boulevard R uses the highly secure Verisign SSL encryption technology. In order to help keep users of the product protected, Matt and Jon decided not to request any sensitive personal information, such as passwords, social security numbers, etc.
Since its inception in 2005 as a social venture with the goal of making independent financial education universally available, Boulevard R continues to focus on ways to help everyone reach their financial goals.
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