Jerry Broussard
CFP®
Broussard Financial Group, LLC
Financial Advisor
Jerry Broussard
CFP®
Broussard Financial Group, LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jerry Broussard, CFP®
Fee Only Financial Planner with offices in Kaplan and Lafayatte, LA and serving clients nationwide
Jerry Broussard is a Lafayette, LA fee-only financial planner. Broussard Financial Group, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jerry Broussard is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jerry Broussard founded Broussard Financial Group from a desire to create an environment in which to establish long- term partnerships with clients. Through discussions with clients, he realized there was a need for a firm that measured the success of the business by the success of the client. Thus, Jerry developed a firm, focused on understanding the aspirations and dreams of each of his clients.
Jerry graduated from the University of Louisiana Lafayette in 1982 with a degree in Finance. He began his finance career immediately, by working with New York Life, where he worked as an agent and registered representative for 21 years. He then began studying for a certified financial planner designation, where he shortly after opened up his own financial firm, Broussard Financial Group, LLC.
Jerry works with each of his clients to help meet their financial goals. He prides his practice on developing strong relationships with each of his clients. To him, family is first, and he treats each of his clients as apart of his family.
Jerry Broussard is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
Working Together
- Virtual Meetings
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jerry Broussard is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jerry Broussard is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jerry Broussard is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Jerry Broussard
Office Locations:
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3 Flagg Place
Suite B-2
Lafayette, LA 70508 -
106 West Veterans Memorial
PO Box 505
Kaplan, LA 70548
