H. Jude Boudreaux, CFP<sup>®</sup>

H. Jude Boudreaux, CFP^®

H. Jude Boudreaux, CFP<sup>®</sup> - Financial Advisor

H. Jude Boudreaux, CFP^®

Partner/Sr. Financial Planner

The Planning Center

2727 Prytania St, Ste 18
New Orleans, LA 70130

(504) 717-4862

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

I work with clients on an annual retainer for the financial planning relationship. This is based on the complexity of the client's situation and agreed upon at the beginning of an engagement.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

H. Jude Boudreaux is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Planning Center in New Orleans, LA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Corporate Finance, Disaster Recovery, Investment Management, Estate Planning, Employee Benefits, Getting Married, Mutual Funds, Insurance, Job Loss, Life Planning, Startup, Retirement, Stocks & Bonds, Succession Planning, Starting a Family, Medical & Health Issues, Sudden Wealth

More

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

I work with clients on an annual retainer for the financial planning relationship. This is based on the complexity of the client's situation and agreed upon at the beginning of an engagement.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

Helpful Financial Planning Resources

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