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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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Testimonials

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Contact Us

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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.

Explains how future tax rules may impact deductibility of charitable donations.

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Explores how investment strategy changes once retirement begins.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Shows how high-income earners can create tax-free retirement income via workplace plans.

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This calculator can help you determine how soon you can pay off your mortgage.

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

How much can you afford to pay for a car?

How Long Will Your Funds Last?

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