Services
At Broussard Wealth Management, Bart Broussard, CFP® provides expert assistance in the following areas:
Financial Planning
- Comprehensive Financial Planning
- Current Financial Position
- Cash Flow Analysis
- Business and Tax Planning
- Estate Planning
Individual Needs
- Retirement Planning
- IRA and 401k Rollovers
- Traditional IRAs, Roth IRAs, Stretch IRAs, Lump Sum Distributions
- Wealth Management Services
- Brokerage or Wrap Accounts (Asset Management Accounts)
- General Securities (Stocks, Bonds, Exchange Traded Funds)
- Mutual Funds
- Annuities
- Education Fund Strategies (529 Plans, UTMAs)
- Asset Allocation Strategies
- Life Insurance, Disability Income and Long Term Care Insurance
Business Needs
- Business Succession Planning
- Key Person Insurance
- Buy-Sell Agreement Funding
- 401k Plans, Simple IRA Plans, SEP IRA Plans
- Life and Disability Income Insurance
- Employee and Employer Plan Benefits
- Deferred Compensation Plans