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WealthBridge Insurance Solutions
Retirement & Estate Planning




8775 Aero Dr. Suite 138
San Diego, CA 92123

Phone:

(619) 297-3200

E-mail:

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Click here if you would like to book a call or in-office visit with any of our experts.

Testimonials

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Contact Us

Please feel free to contact us with any questions.

Welcome to WealthBridge Insurance Solutions

We spealize with Retirement Income Planning & Estate Planning. In addition our team has earned the Federal Retirement Consultant (FRC) Designation and Certification signifying we have demonstrated a level of knowledge that you can trust.

In addition to information about our team members, services, and location, you'll find a wealth of information in the form of newsletter articles, reports, and calculators.

We hope to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our website is here to help you gain a better understanding of financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. Here at Wealthbridge, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.

Suggests considering life insurance for stability during uncertain markets.

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Here are answers to some key questions about required minimum distributions.

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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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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Use this calculator to determine whether you qualify for the different types of IRAs.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate the future value of your current savings.

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