Broussard-Kelly Financial Group
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.
We 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