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Broussard-Kelly Financial Group

106 Oil Center Drive Suite 250
Lafayette, LA 70503

Phone:

337-266-5574

Fax:

337-266-5559

E-mail:

kkelly@cfiemail.com

Welcome!

Kristi Kelly

Welcome to Broussard-Kelly Financial Group, a full-service company specializing in retirement planning and estate conservation.

As personal financial professionals, we can:

  • Help you clarify your financial retirement situation

  • Recommend solutions that fit your needs

  • Analyze your goals and recommend retirement products through annual reviews

  • Explain how changing financial conditions affect you

Feel free to browse our site.  You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.  You'll also find our calendar of events which lists upcoming financial workshops that you may want to attend.  If you have any questions or want to schedule a complimentary meeting to discuss your specific questions please call us at (337)266-5574 or e-mail us at kkelly@cfiemail.com.  We will be happy to help.  We look forward to talking with you.

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Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos
HOT TOPIC: The Shutdown is Over: What Now?

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Car Affordability

How much can you afford to pay for a car?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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