Jerry J. Broussard

Jerry J. Broussard

| CFP®

Broussard Financial Group, LLC

337-261-1054

Contact Me

Fee Only Financial Planner with offices in Kaplan and Lafayatte, LA and serving clients nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Hourly Planning Fee Structure
  • Middle Income Client Needs
  • High Net-Worth Clients
  • Women's Financial Issues
  • Divorce Financial Planning
  • Unmarried and Same-Sex Couples
  • 401k Advice

Website

Visit Us

1005 E St Mary Blvd
Suite 105
Lafayette, LA 70503

106 West Veterans Memorial
PO Box 505
Kaplan, LA 70548

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Jerry Broussard is a Kaplan and Lafayette, LA Fee-Only Financial Planner serving the entire region.  Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Jerry Broussard is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Jerry Broussard is a Fee Only Financial planner in Kaplan, LA. Jerry Broussard is a NAPFA-Registered Financial Advisor.

BROUSSARD FINANCIAL GROUP, LLC
Broussard Financial Group, LLC is a Registered Investment Advisor, registered in the State of Louisiana working with affluent individuals, private foundations and corporate retirement plans in the continental United States. Our specialty is providing unique solutions for retirement in the areas of asset management, wealth advisory and strategic tax planning.

INVESTORS CAN DO BETTER
Many investors are unaware of the differences in advice given by financial advisors. As a result, it is sometimes difficult to tell the difference between a financial product salesperson – and a financial advisor that only works for their client’s best interests. BFG is a fee-only firm that holds a legal fiduciary responsibility to always place our clients interests before our own. We feel this is a unique and very important requisite for choosing a quality financial advisor.

WE CREATE SMART INVESTMENT PORTFOLIOS
Broussard Financial Group created ModelFolios to manage their clients investments. ModelFolios are math driven investment models designed to eliminate emotions and systematically ensure good investment decisions are made. BFG is the only investment firm in Louisiana that can offer ModelFolios, which have been recognized for their unique risk management and asset allocation characteristics.
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