Matthew Boudreaux
- Role
- Financial Professional at Calibrate Wealth Partners
- Location
- Waco, TX, US
- LinkedIn followers
- 500 followers
About Matthew Boudreaux
The years before retirement tend to create uncertainty. Have I saved enough? How will my…
Experience
Financial Professional
Jan 2022 — Present
Calibrate Wealth Partners is a collaborative group of individuals who want to make a difference in the financial lives of those in their local and national networks, following a belief system of improving client outcomes above all else. We offer a total financial needs analysis through a network of experienced professionals with expertise in: • Investments • Retirement Income Planning • Life Insurance & Annuities • Estate Strategies • Tax planning strategies Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. LSF does not provide tax or legal advice. Calibrate Wealth Partners and LSF are not affiliated.
Skills
- Team Leadership
- Management
- Social Media Marketing
- Music
- Editing
- Event Planning
- Retirement Planning
- Insurance Planning
- Investments
- Employee Benefits
- Marketing
- Problem Solving
- Nonprofits
- Financial Services
- Life Insurance
- Retirement Income Strategies
- Community Outreach
- Social Media
- System Administration
- Supervisory Skills
- Training
- Staff Development
- Communication
- Fundraising
- Financial Planning
- Fixed Annuities
- Writing
- Asset Protection
- Income Protection
- Retirement Income Planning
- Strategic Planning
- Recruiting
- Teaching
- Conflict Resolution
- Marketing Strategy
- Leadership
- Leadership Development
- Team Building
- Administration
- Public Relations
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