A High Level of Professionalism Paired with a High Level of Care
There is no denying that everyone must face various aspects of their financial lives head on. Some events are certain to occur - such as paying taxes, educating children and grandchildren, retiring, and dying. Other events may or may not occur at all - such as taking care of a parent or spouse in decline, or becoming disabled. Although financial planning tools are readily available to virtually anyone today, the precision use of those tools with a comprehensive approach by a seasoned and knowledgeable financial professional can be the difference between success and failure when confronting these life events as they occur.
Brian P. Broussard is a CERTIFIED FINANCIAL PLANNER™ Professional with more than 20 years of experience in the financial services industry. He has earned an MBA, practiced as a CPA in the past (he is currently inactive), has served as a university professor teaching the upper level course in federal income tax, and is a licensed insurance agent in Louisiana. Brian uses his extensive experience and knowledge to help clients understand and work toward their financial goals. He works closely with individuals preparing for, or already in retirement, and works with business owners to understand and prepare them for both the probable and unexpected circumstances they may encounter.
Additionally, Brian has chosen to associate his practice with LPL Financial, LLC largely due to the firm's commitment to maintaining investor independence, while offering a breadth of services that can accommodate virtually any client need. The value of independence is most notable in the fact that LPL Financial, LLC does not offer or maintain any of its own proprietary products, such as mutual funds, ETFs, annuities, or insurance products. As a result, Brian is free to choose from an extensive list of options to independently address the needs of his clients, without any conflicts of interest.
For people that are approaching retirement or in retirement, Brian's primary focus is to implement strategies that will provide clients with confidence in their financial future, and allow for a comfortable retirement that can be designed with the objective of leaving a legacy to loved ones. These strategies utilize a mix of investments that are designed with a goal of providing guaranteed lifetime income for both spouses, opportunities to grow assets while minimizing up and down fluctuations in value, and liquidity to access funds as needed throughout retirement.
Brian's background, which includes an MBA, past experience as a university professor and CPA (currently inactive), and CFP® Professional in good standing help him relate to his business owner clients, as he can understand their needs better than other financial advisors and wealth managers in the industry. As such, Brian assists business owners with implementing sophisticated retirement plans that can allow for potential tax savings, as well as implementing business succession strategies, such as buy-sell agreements funded with key man life insurance policies, and coordinating other planning efforts with the trusted advisors of each client.
Brian understands that clients want to work with a highly qualified professional that can help them pursue their goals. But more importantly, he believes that clients work best with an advisor that cares deeply about them and their families, their situations, and their ultimate goals. He works with clients throughout the United States to address their financial concerns, and he cares about each and every one of them. Contact Brian today to learn more about how he can help you work toward the financial confidence you seek.