Guide your clients in the creation and maintenance of their trusts. This article will help them understand the maintenance processes involved.
Hi, I’m Jerry Broussard and thanks for checking out my blog.
I started this blog as a way to give back to the world through the knowledge I acquired by helping clients plan for their future for over 30 years.
Over the years I have witnessed many blunders that so called “investment advisors” have bestowed upon innocent people. Most of these “advisors” worry about how much commission they will make on the sale of a “product” rather than making sure that the investment they are suggesting is in the best interest of the client.
That is one reason I am a member and support NAPFA, the largest professional organization for fee-only financial advisors in the country. All NAPFA registered advisors sign a fiduciary oath promising to act in the best interest of their clients. This, I believe, is the only way clients should hire an advisor, by making the advisor sign a fiduciary oath.
I also realized with the growth of the internet and blogging that many investors can access information quickly and easily manage their own money. Yet I also could see that some people didn’t want to hire me, but could use some of my information.
So I decided to write this blog to help independent investors with no cost or obligation. If you find value in what I do and how I do it, and you would like to explore working with my investment advisory firm, Broussard Financial Group, simply use the links to my online calendar located throughout the website or just shoot me an email at firstname.lastname@example.org.
I hope you find the information useful and informative.