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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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Schedule A Call Or Visit

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.

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Describes how Roth accounts can generate tax-free retirement income.

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Explains using life insurance to make meaningful charitable donations.

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Considering some important issues now could provide more options in the event of early retirement.

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Use this calculator to estimate how much income and savings you may need in retirement.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

This calculator is designed to help you attach a dollar figure to your life’s work.

How Long Will Your Funds Last?

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