Boudreau Consulting LLC - Scottsdale, Mesa, AZ

PUTTING MORE MONEY IN YOUR POCKET

Our mission is to provide solutions that place more money in our client's pockets through sound strategic, financial & tax planning concepts.

RETIREMENT PLANNING

Roth IRAs, Traditional IRAs, Annuities - we are able to help you plan for your retirement.

Learn More

ESTATE PLANNING

What happens if you die without a Will? What does a Will do and what doesn't it do? When do you need to change your estate plans?

Learn More

LIFE INSURANCE

Life insurance typically is used to replace the income earned by an individual, pay off the mortgage, pay off debt, pay final burial expenses and provide for children’s education.

Learn More

DEBT ELIMINATION

The financial flexibility and freedom from not owing large amounts of money each month can bring you happiness.

Learn More

Latest from the Blog

Inherited Individual Retirement Accounts under SECURE 2.0

12-06-2024 | Kevin Boudreau

The Internal Revenue Service (IRS) issued final rules earlier in 2024 for the SECURE Act of five years ago related to inherited individual retirement accounts (IRAs).

Putting More Money in Your Pocket

Boudreau Consulting LLC provides a variety of estate, financial and business planning services. The company's mission is to provide solutions that place more money in our client's pockets through sound strategic, financial & tax planning concepts. By accumulating a diverse background of professional talent, Boudreau Consulting provides assistance to individuals, small businesses and corporate clients.

The National Study of Millionaires

The American Dream Is Alive and Available

Ramsey Solutions wanted to determine how millionaires gained their wealth and what factors were necessary for the average person in America to reach millionaire status. It became the largest, most statistically significant research project of its kind ever conducted.

READ THE REPORT

We Remain Open and Able to Serve You

The team at Boudreau Consulting LLC is open for business and able to continue serving you during this difficult situation caused by the recent COVID-19 outbreak. Our firm prides itself on being flexible to meet differing client needs. This is a reminder that our firm continues to use technology to make it more convenient for you. So, if you choose to limit travel and physical exposure to external elements, we can still serve you.

Our secured client portal allows us to exchange digital documents (www.boudreauconsulting.com/ select the blue CLIENT PORTAL in the upper right corner of the webpage). If you need a portal set up, please call (480) 776-3358 or email taxinfo@bcsbs.net.
Our use of video conference meetings allows for the benefits of face-to-face, including the sharing of computer screens if that is needed for better explanation
Email documents to TAXINFO@BCSBS.NET. This is firm-wide email that is monitored regularly and is the most efficient manner to process work
Text information to (480) 771-0400
Phone our office at (480) 776-3358

We want all of our clients safe and healthy. We look forward to a long-term professional relationship with you.