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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:

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.

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Welcome!

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

Kristi Kelly

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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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Lease Payment

How much would your monthly lease payment be?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Net Worth

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

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