Services and Value

At Broussard-Kelly Financial Group, we offer a wide range of products and services to assist you in crafting a sound financial strategy for the days ahead.

financial freedom compassWe are an independently owned financial services firm which allows us the freedom to not be tied to one company and the ability to use a variety of financial solutions that best suit our clients’ individual needs. We have access to a host of insurance carriers and products, giving us an extensive menu of choices from which to tailor your personalized financial strategy.

As an added value, we also collaborate with local accountants, estate planning attorneys and other professionals, helping to simplify matters and provide you access to holistic financial services with one simple call.

Retirement Income Strategies

  • Fixed Annuity
  • Retirement Analysis
  • Estate Planning Strategies
  • Charitable Giving Solutions
  • Legacy Planning Strategies

Insurance

  • Disability Income
  • Life Insurance
  • Long Term Care
  • Health Insurance

Financial Planning

  • Money Management
  • 529 College Savings Plans
  • 401(k) Planning

Investment Management

  • Bonds
  • Stocks
  • Variable & Fixed Annuities
  • Fixed Index Annuities
  • Brokerage Accounts
  • Real Estate Investment Trusts (REITs)
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Traditional IRA
  • Mutual Funds

Entrepreneurial Small Business

  • Pension Planning
  • 401(k) Planning
  • Profit Sharing

Contact Us to Learn More