Financial Planning in San Diego
Planning for retirement means more than choosing an account or product. At our San Diego office, Broussard Financial Services helps adults approaching or living in retirement connect income, savings, Social Security, insurance, and family priorities in one conversation. Your first consultation is free.
How we can help
- Map your expected retirement spending against pensions, Social Security, savings, and other income.
- Review your current accounts and benefits, including questions about investment risk, withdrawals, and access to money.
- Discuss how annuities, life insurance, and estate or trust planning may fit your goals when appropriate.
- Identify decisions that need a current statement, product illustration, or guidance from your tax or legal professional.
Planning built around your next decision
Our team works with people age 59½ and older, including federal employees, military families, and other San Diego residents preparing for retirement. We start with the income you need and the resources you already have, then explain the choices and tradeoffs in plain language.
A consultation may cover when to draw from savings, how a current annuity fits, what market risk means for your income plan, and whether beneficiaries and trust accounts reflect your wishes. We do not recommend a rollover or insurance product solely because it is available.
Meet with us at 1420 Kettner Blvd, Suite 321, San Diego, CA 92101, or request a virtual consultation. Explore our retirement income planning and federal retirement guidance for more detail.
Request a free financial planning consultation
Tell us which retirement, income, or family-planning questions are on your mind. We will contact you to arrange a time with a consultant.
What to have handy
- A general picture of your monthly spending and retirement timeline.
- Recent retirement account, pension, and Social Security estimates for your own reference.
- Your most important questions about income, family protection, or a current annuity.
You do not need to upload documents to request a consultation. Keep account numbers and sensitive documents out of the website contact form.
Questions to consider
How much income will you need, what sources can provide it, and which risks or family priorities matter most? Start with your current benefits and accounts before comparing strategies.
We start with your circumstances. A calculator or general example cannot determine which product or strategy is appropriate for you.
Explore reliable resources
Read our retirement learning library →
Use our free planning calculators →
Investor.gov financial education
Related services: Retirement income · Federal retirement · TSP education
What happens in your consultation?
Your request is for a free 30-minute consultation. We will confirm the time and assign an available consultant. Share what you want to accomplish, ask questions, and discuss appropriate next steps. Mention your service interest in your request.