Broussard Financial Group, LLC
Fee Only Financial Planner with offices in Kaplan and Lafayatte, LA and serving clients nationwide
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.
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
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- College Education Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Virtual Meetings
- In-Office Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jerry Broussard is a NAPFA-Registered Financial Advisor
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.
Jerry Broussard is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
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
1005 E St Mary Blvd
Lafayette, LA 70503
106 West Veterans Memorial
PO Box 505
Kaplan, LA 70548