Jerry Broussard (CFP®)
Jerry Broussard focuses in the
following client markets or areas of practice:
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Divorce Planning
- Entrepreneurs
- Estate & Generational Planning Issues
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Divorce Planning
- Entrepreneurs
- Estate & Generational Planning Issues
Planning Specialties
I help clients identify their goals in three categories, needs, wants and wishes. Then we rank them in importance and put together an investment strategy to help accomplish these goals.Additional Information
I work on an ongoing or one time basis in helping clients reach their retirement or investment goals.NAPFA Start Date
January 29, 2009