Welcome

* Are you as Financially Prepared for Retirement as You Can Be?
* Are you concerned about how your investments are doing?
* Do you need professional advice to reach your goals?
* Are you tired of "Salespeople"?

If you answered Yes to any of these questions we can help!

Broussard Financial Group is a "Fee-Only" Registered Investment Advisor firm providing investment management and financial advice to Individuals and Business Owners.

Fee-Only means that we do not sell products or investments -
we Manage Investment Accounts and Provide Financial Advice. 

Savings Accumulation
Estimate the future value of your current savings.

Risk Tolerance
This calculator is designed to help you clarify your comfort level with investment risk.

Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators>>>

It’s Your Home, Not Your Retirement
Although downsizing or using a reverse mortgage to free up home equity can be appropriate for some older retirees, planning to rely on your home to fund your retirement is a corner you may not want to paint yourself into.

Put Some Infrastructure in Your Portfolio
The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

You’ve Sold It: What’s Next?
If you are a business owner who is considering selling your enterprise soon, you may be able to reap even greater rewards by doing a little prep work now.

An ILIT Might Fit
If you are concerned about estate taxes, an ILIT might be the way to go.

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