Broussard Financial Group

At Broussard Financial Group, we are dedicated to helping you with your financial planning and investment needs. As one of the only Fee-Only financial firms in the Lafayette, Louisiana area, we pride ourselves on delivering sophisticated portfolio management and holistic wealth management services, while also building strong personal relationships with our clients. Our mission is simple: we help you to reduce risk while enhancing overall returns, so that you can live a more enjoyable life with a little help from smarter investment portfolios.

Our Philosophy

We are 100% focused on our clients' needs, and truly believe that your investment and financial plan should revolve around you. As a Fee-Only firm, we have a fiduciary responsibility to always place your interests ahead of our own. This means that we are committed to being transparent, objective, and unbiased in our advice, and to always act in your best interests.

Our Services

We offer a range of financial planning and investment services, designed to help you achieve your goals and secure your financial future. Our services include:

• Comprehensive financial planning, including retirement planning, estate planning, and tax planning
• Investment management, including portfolio construction and ongoing monitoring and adjustment
• Wealth management, including risk management and asset allocation
• Retirement income planning, including pension planning and social security optimization
• Educational planning, including college savings and financial aid planning
• Estate planning, including wills, trusts, and probate avoidance

Our Process

Our financial planning process is designed to be comprehensive, personalized, and ongoing. We start by getting to know you, your goals, and your financial situation. We then work with you to develop a customized financial plan, tailored to your unique needs and objectives. We implement your plan, using a combination of investment management, tax planning, and risk management strategies. Finally, we continually monitor and adjust your plan, to ensure that you remain on track to achieve your goals.

Who We Help

We specialize in helping a range of clients, including:

• Baby boomers, who are preparing for retirement or already retired
• Widowed or divorced individuals, who are looking for guidance and support
• Business owners, who need help with tax planning, retirement planning, and business succession planning