What We Do

WealthBridge Solutions is a no-fee financial and insurance services firm dedicated to minimizing your tax burden both now and in retirement. Our licensed advisors utilize advanced Roth conversion strategies to help you reduce future tax liabilities and safeguard your retirement accounts from potential tax rate increases. This proactive approach not only offers peace of mind but ensures the secure growth and protection of your assets for you and your loved ones.

Specializing in retirement planning, Federal retirement planning, life insurance, and guaranteed lifetime income solutions, we partner with A+ rated carriers to design personalized retirement plans that meet your unique needs. Founded in San Diego in 1996, WealthBridge Solutions began with a mission to provide affordable estate planning services and help individuals create sustainable retirement income.

Federal Retirement planning: Assisting Federal employees on how to maximize their Federal Retirement. In addition to how to maximize your TSP, Social Secuirity, FEHB, and FERS/CSRS Pension.

We are committed to upholding the highest standards of integrity and professionalism in our relationship with you. We look forward to understanding your financial situation and providing quality information, services, and strategies to help you achieve your long-term goals.