Mission Statement

At Brian P. Broussard, CFP®, LLC, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, your wants, and your long-term goals, whether as an individual taking care of your family or as a business owner taking care of your employees. We want to help you develop, implement, and monitor strategies that are designed to address your specific situation, and prepare you for your financial future.

We understand the challenges families and businesses face today.

From managing debt to saving for college to retirement, these personal financial challenges can be overwhelming. Additionally, from increasing tax benefits for business owners while taking care of key employees, to facilitating the smooth transition of your business when you are ready to unwind it, we can help with this and more.  Our commitment is to utilize all of our resources to help you pursue your goals, and work toward your financial future, the way you envision it.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and collaborative efforts are focused on you, the client, and your complete satisfaction.