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Find Retirement Advisors for Retirement Planning in Louisiana, Kaplan

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 1 Retirement Planning firms in Kaplan, Louisiana (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

106 West Veterans Memorial Drive,
Kaplan, LA, 70548
$100,375,9234222
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Kaplan, Louisiana

QualificationsFirm CRD# 123724

Assets Under Management $100,375,923

No. Of Clients422

Clients Per Financial Advisor211

BROUSSARD FINANCIAL GROUP, LLC is a financial advisory firm situated in Kaplan, Louisiana. With a nearly $100M assets under management, the firm specializes in crafting personalized retirement planning solutions for 422 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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