Broker Check

Bart J. Broussard, CFP® 

Broussard Wealth Management’s mission is to help individuals develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs. Bart Broussard is a CERTIFIED FINANCIAL PLANNER professional. His goal is to help you make informed decisions about issues that affect your financial wellbeing so you can achieve financial freedom.

 

Retirement Planning

Whether retirement is far away, or on the horizon, it is important to be clear about what it will take to retire, and what your retirement lifestyle may look like. Let Broussard Wealth Management help evaluate that for you.

 

Wealth Management

Getting a clear understanding of your overall financial goals, we can measure your tolerance for risk and align this with your growth objectives. Let Broussard Wealth Management help design a wealth management strategy suitable for your situation.

 

Risk Management

Are you covered in the event of the unexpected, such as death, disability, loss of income, long term care needs, etc.? Let Broussard Wealth Management help protect the people and things that matter most to you.

 

Business Planning

Financial planning for owners of closely held or family owned businesses is a uniquely complex. Let Broussard Wealth Management help accomplish what should happen to the business in the event of death, disability, retirement or sale.