Your retirement.
A clearer path forward.
Retirement income and benefits guidance for federal employees, retirees, and families.
San Diego roots. Nationwide guidance.Plan for your next chapter
Retirement income, estate planning, annuities, insurance, and real estate. Every service starts with a free consultation.
Financial Planning
Connect your savings, benefits, and spending goals in a retirement income plan.
Annuities & Retirement Income
Add a dependable retirement income stream with the right annuity, or get a free review of the contract you own.
Estate Planning & Trust Services
Plan for your family and legacy with free trust and trust-account reviews, trust updates, and new trust setup.
Benefit Analysis
Understand your pension, insurance, and survivor benefits before making retirement decisions.
Life Insurance
Review your coverage and explore protection for the people who depend on you.
Real Estate: Buy, Sell & Invest
Work with our licensed Realtors to buy, sell, or explore investment properties.
Also explore TSP education, tax planning tools, and Social Security and long-term care planning.
Trust reviews and consultations are complimentary. Annuity guarantees depend on the issuing insurer’s financial strength and claims-paying ability and are subject to contract terms.
A retirement plan you can understand.
We connect your benefits, savings, insurance, and tax considerations in a plan built around your goals.
Meet your planning team →
Our team helps federal employees and retirees review FERS, TSP, Social Security, and survivor-benefit decisions.
Rene Broussard holds the Federal Retirement Consultant (FRC) designation.
A clear path, at your pace.
From your first questions to ongoing reviews.
Share your goals
Tell us about your goals, retirement timeline, and the questions you want answered.
Understand your options
Review your benefits, savings, and income needs with a clear explanation of your options.
Choose your next steps
Agree on next steps and put your chosen strategy into action.
Review as life changes
Revisit your plan as your family, finances, and priorities change.
Turn questions into a clearer plan.
Explore free tools. No signup or account numbers needed.
Choose the review that fits your next decision.
Each starts with a free conversation with a Broussard consultant. Tell us what you want to understand, and we will contact you to arrange a time.
Upcoming seminars & events
Join us for free educational events. Get notified when the next date is announced.
From retirement savings to a retirement paycheck
Rene Broussard will discuss retirement income choices for adults 59½ and older, including annuity income, account and rollover decisions, and beneficiary and trust coordination.
See the seminar and get notified →The date is not set. This is an interest list, not a reservation.In their own words.
“As a first-time client, I couldn’t have asked for a better advising experience.”
“He has far exceeded our expectations.”
Selected excerpts from public Google reviews. Individual experiences vary; these comments do not guarantee future results.
Request your free consultation
Choose any preferred day and time. We’ll assign an available consultant and contact you to confirm the appointment. No document upload is needed.
Let's start a conversation about your financial future
San Diego, CA 92101
Saturday & Sunday: Closed
Appointments outside office hours require prior approval.
In-person & virtual consultations available
Send us a message
Fill out the form below and we'll get back to you within one business day. Please do not include account numbers, Social Security numbers, or sensitive financial documents.