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Broussard-Kelly Financial Group

106 Oil Center Drive Suite 250
Lafayette, LA 70503

Phone:

337-266-5574

Fax:

337-266-5559

E-mail:

kkelly@cfiemail.com

Welcome!

Kristi Kelly

Welcome to Broussard-Kelly Financial Group, a full-service company specializing in retirement planning and estate conservation.

As personal financial professionals, we can:

  • Help you clarify your financial retirement situation

  • Recommend solutions that fit your needs

  • Analyze your goals and recommend retirement products through annual reviews

  • Explain how changing financial conditions affect you

Feel free to browse our site.  You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.  You'll also find our calendar of events which lists upcoming financial workshops that you may want to attend.  If you have any questions or want to schedule a complimentary meeting to discuss your specific questions please call us at (337)266-5574 or e-mail us at kkelly@cfiemail.com.  We will be happy to help.  We look forward to talking with you.

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Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

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New Auto Loan Interest Deduction Explained

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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