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 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.

Jerry Broussard is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
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Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Jerry Broussard

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Office Locations:

  • 1005 E St Mary Blvd
    Suite 105
    Lafayette, LA 70503
  • 106 West Veterans Memorial
    PO Box 505
    Kaplan, LA 70548

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