Our goal at Boudreau & Associates is to give you freedom to live your best life.
Our vision is to give you the clarity, confidence and solutions to create prosperous lives for yourself and the people who matter most to you. Although our strategies are complex, the way we explain them is not.
Using strategies designed to fit your unique needs, we work daily to anticipate your evolving financial needs. We guide business owners, pre-retirees and retirees through every aspect of their financial lives.
With more than 45 years of combined experience, through sound financial planning our team will give you the certainty to never wonder if you will outlive your money. You will have the freedom to know your lifetime of creating wealth is transferred effectively to those you care about most. We will achieve this through accountability, our specialized collaborative approach, and our commitment to provide a exceptional client experience. Our process, takes the complexity out of important concerns such as investing wisely, cash flow management, optimizing assets and reducing taxes.
For you, this means the time and freedom to enjoy your life knowing that you are in good hands. Worry less and achieve more.