Broker Check



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