Seize the future: Plan Accordingly
Your Goals Drive Everything We Do –
At Boulevard Capital Management, we provide comprehensive, fiduciary-focused financial services designed to meet your individual needs. Whether you’re preparing for retirement, managing your investments, or planning your legacy, our strategies are crafted with care, intention, and your future in mind.
Kathleen H. Hosty
1033 South Boulevard, Oak Park, Illinois 60302
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Boards initial and ongoing certification requirements.
history.
Advised professional investors for many years, and now 20 years advising individuals like you
Her career has been defined by a commitment to personalized, fiduciary-focused guidance… helping individuals and families navigate the complexities of retirement, investment management, tax strategies, and legacy planning. Kathleen’s depth of knowledge and client-first approach have earned her the trust of a diverse client base, from local professionals to international executives seeking clarity and confidence in their financial future.
FAQ’s.
Retire with confidence.
Retirement is exciting but can also feel daunting. Having an experienced coach alongside can help. Our FAQs cover common questions to help you choose the right coach and retire with confidence.
We purposefully keep our customer-to-advisor ratios well below the industry average to allow us to be available whenever our customers need us, and to allow us to spend the time necessary to construct and manage truly personalized plans.
We start with a no-obligation consultation to understand your goals and see if we’re the right fit. From there, we’ll outline how we can help and what the process will look like going forward.
A CFP® professional has met rigorous education, experience, and ethical requirements, including ongoing continuing education. It’s one of the most respected certifications in the financial planning industry.
Yes. We serve clients across the country, using secure virtual meetings and tools to deliver the same high level of service, no matter where you’re located.
We are a fee-based advisory firm with very competitive rates, and our fees are tied to your financial success.
Yes. We work with you—and your legal or tax professionals—to develop a legacy plan that reflects your values and provides clarity for your loved ones and beneficiaries.
We focus on disciplined, goal-oriented investing—not chasing market trends. Our strategies are designed for long-term growth, income stability, and alignment with your broader retirement plan.
We design tax planning strategies that coordinate your income sources—like Social Security, IRAs, and investment accounts—to minimize unnecessary tax exposure and help your money last longer.
It’s never too early—or too late—to start planning. The earlier you begin, the more options and flexibility you’ll have. Whether you’re years away or already retired, we can help you make the most of your resources.
Every financial plan we create is tailored to your unique goals, timeline, and life circumstances. We believe no two clients are the same – and your financial strategy shouldn’t be either.
A fiduciary is legally and ethically obligated to act in your best interest at all times. At Boulevard Capital Management, we operate under a fiduciary standard, meaning our guidance is transparent and focused solely on helping you reach your financial goals.
