Matthew Boudreaux is a Financial Planner and Investment Adviser Representative with Calibrate Wealth Partners, a group of Independent, Fiduciary Financial Advisors. In 2016 he founded Align Financial Solutions, LLC to facilitate a comprehensive financial planning process to best serve his clients with unparalleled service.
Am I saving enough for retirement? Are my investment strategies appropriate to meet my goals? Am I currently (or will I be in the future) paying too much in taxes? Am I properly protected when it comes to uncertainties? These are the questions that led me to become a financial planner.
I spent 15 years as a professional in education and ministry: 2 career paths that usually aren’t described as being “high-income earning”. Throughout my own personal financial journey, I always felt like I was behind, and was constantly researching strategies to help bridge those gaps and maximize the available opportunities.
In 2015 after teaching a few personal finance courses and facilitating coaching opportunities, I decided to pursue licensed financial services full-time. I learned that financial planners do exactly what I had always done in other areas - educate, set goals, and coach people to reach their finish line. It became something that seemed to be a natural fit for me to pursue.
Since becoming an advisor, I've learned how much I enjoy helping people develop their own financial goals and planning strategies. Once we discover your circumstances and goals together, we help you create a plan to help you live the retirement that you envision. With our strategy, we build a long-lasting relationship that gives you confidence in planning for your financial future.
I hold FINRA licenses Series 65, 63, 6, Insurance licenses (Life & Health), NMLS license (#2227167), & my Tax Preparation license to provide an in-depth, integrated approach to investment strategies, insurance/risk management, and tax planning.
A little about me personally. My wife and I have a busy life with 4 kids ranging in age from 10-20. When time permits, I love to be outdoors. My passions are spending time with my family and playing music. I also love college football and can usually be found at a game on Saturdays in the fall.