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2304 Kaliste Saloom Road, Lafayette, LA 70508

(337) 984-1002
bradybroussard@camelliaadvisory.com
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Our Services
Strategic Solutions for a Complex Financial World

How We HelpPrecision Where It Counts

How We Help
Precision Where It Counts

Financial planning isn't one decision — it's hundreds of them, made over time, in the right order, and with the right information. That's where we come in. We bring a structured, analytical approach to every aspect of your financial life, connecting each piece so nothing is left to chance. Whether you're building wealth, preparing for retirement, or navigating a major transition, our goal is to bring clarity and discipline to every move you make.


Insurance Planning

Protecting your income and health today, and planning ahead for long-term care needs tomorrow.


Investment Management

Building and growing a portfolio suited to your goals, timeline, and risk comfort level.


Legacy Planning

Making sure what you've built passes on the way you intend it to.


Business Continuity

Buy-sell agreements and key-person coverage to protect the business itself.


Executive Benefits

Selective supplemental plans to reward the people your business can't afford to lose.


Employee Retirement Plans

401(k) and other plans that give your team a future worth staying for.


Charitable Giving

If giving back is part of your vision, we can help you implement tax-smart strategies to giving that align with your values. Effective tools include qualified charitable distributions, gifting of appreciated assets, and donor-advised funds.  


Cash Flow Analysis

Understanding where your money goes is the foundation of every good plan. We  help you take a clear-eyed look at income, expenses, and opportunities. Cash flow analysis isn't about budgeting for the sake of it — it's about identifying patterns, eliminating inefficiencies, and redirecting capital toward the things that move you closer to your objectives. When your cash flow is optimized, every other part of your plan works better. box-empty


Special Needs Trust

Families navigating special needs planning require thoughtful, personalized attention. We can help coordinate strategies designed to support your loved one's future. Special needs trusts are complex instruments that must be structured carefully to preserve eligibility for government benefits while providing supplemental support. We will work with your legal team to ensure the financial strategy behind the trust is sound, sustainable, and aligned with your family's long-term wishes. box-empty


Debt Management

Not all debt is equal. We can help you build a strategy to manage liabilities while keeping your bigger financial picture in focus. Whether it's a mortgage, student loans, business debt, or credit obligations, We evaluate the cost of each liability against your investment returns and cash flow to determine the most efficient path forward. Smart debt management isn't just about paying things off — it's about knowing when and how to do it strategically. box-empty


Financial Education

Informed clients make better decisions. We make it a priority to equip you with the knowledge to understand not just what we're doing, but why. The more you know, the more effective our partnership becomes. 


Extended Care Strategies

Healthcare costs can change quickly. We help you explore strategies for potential long-term care needs so they don't derail your other goals. The reality is that extended care is one of the largest — and least predictable — expenses in retirement. We evaluate your options across insurance products, savings strategies, and hybrid solutions to build an approach that fits your risk tolerance and financial picture. Planning for this now gives you more control over how it's handled when the time comes. box-empty


Small Business Guidance

Owning a business adds layers to your financial picture. We help business owners align personal and professional financial strategies. That means coordinating business succession planning, retirement contributions, tax strategies, and liability management into one cohesive framework. Your business is likely your largest asset — We make sure your personal financial plan reflects that reality. box-empty


Social Security Strategies

When and how you claim Social Security matters. We will help you evaluate your options so you can make an informed decision. The difference between claiming early, on time, or delaying can significantly impact your retirement income over time. We can model multiple scenarios based on your health, lifestyle goals, and other income sources to help identify the strategy that aligns with your broader plan. box-empty

Get Started
Ready to Take the Next Step?

If you're looking for a structured, research-driven approach to your financial life, I'd welcome the opportunity to talk. Let's start with a conversation about your goals.

Let's Plan Your Future