facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

Helping You Understand Today's 

Financial Environment.

It May Be Time for a Financial Checkup.
We Can Help You Build a Healthier Future.

What We Do

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement or college, protecting your family & assets, minimizing your taxes, or preparing a complicated estate strategy - our personalized service focuses on your needs, wants, and financial goals & objectives.

There has been a major shift in responsibility when it comes to Retirement Planning.  Defined Benefit Plans (Pensions) have largely been replaced by Defined Contribution Plans (401ks).  The options that used to be the norm have fundamentally changed.  The burden has now been placed on individuals, not employers, to both accumulate enough savings and develop a distribution strategy.  A financial advisor can be your guide by helping you develop a financial strategy that effectively uses all of the tools available to potentially improve your retirement outcomes. 
• Investments & Wealth Accumulation strategies
• Retirement Income Planning
• Life Insurance & Annuities
• Estate Planning strategies
• Employee Benefit and Retention services
• Business Continuation/Succession strategies
• Disability & Long Term Care Insurance

• Tax Planning strategies

Your Financial Life Can Be Complicated.
We'll Help You Get Organized and Focused.

How Can We Be A Resource To You?

Initial Call

Schedule a call.  We will ask you questions. You will have the opportunity to ask us questions. We want to get to know you and your situation.  After we talk, we'll decide if it makes sense to continue our conversation further.

Discovery Meeting

Our planning process begins with you, understanding what is unique about you, the challenges of today, your goals and your vision for the future. We'll listen and begin crafting a custom plan to help you get where you want to go.  We will provide insight and clarity to the financial strategies that will sculpt your future.

Review Meetings & Service

We'll help you monitor your plan and help you stay on track.  Review meetings are designed to reinforce our commitment to your goals and give you the opportunity for ongoing collaboration and adjustment to your financial strategies.  Our goal is to have a long-term, trusting relationship with our clients so we can serve you and your best interests.

Matthew Boudreaux Photo

Matthew Boudreaux

Financial Professional, Coach & Educator

Matthew joined the Financial Services Industry after gaining valuable experience in education and ministry.  He provides individualized financial guidance to individuals, families, owner-operated businesses, and to those getting ready to cross that threshold into their retirement years.  Matthew takes each of his clients through a thorough financial review, gets to know their financial goals, and carefully designs a plan to help them get where they want to go.  He is a part of ClearVista Financial & Cambridge Investment Research, Inc.

Matthew is originally from south Louisiana and is a graduate of Evangel University in Springfield, MO.  In his free time, he enjoys live music, watching college football, and volunteering in the community.  Matthew and his wife Blanche live in Central Texas with their 4 children and 2 dogs.

Getting Started is Easy.

Have a question?  Let's talk!
Want to Subscribe to our Newsletter?