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Kelly Boudreau - Personal & Small Business Financial Professional
Categories
Financial ServicesPersonal Membership
Hours:
Various, flexible
Zoom or in person
Book me in: https://calendly.com/kboudreauwfg/45-minute-meetingAbout Us
My background is 13 years in public accounting as a CPA (CA) and now 9 years in personal finance.
I am passionate about helping families and small business owners to plan for and achieve better financial futures.
I work within a brokerage that combines many services under one umbrella - debt solutions, life & critical illness insurance, mutual fund and segregated fund investments, mortgage referrals and much more!
My consultations are always free, no obligation and confidential.Highlights
- Retirement Planning
- Budgeting & Debt Solutions
- Life Insurance
- Critical Illness insurance
- Disability Insurance
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