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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.

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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.

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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.

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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.

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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Reviews annual enrollment dates and options for Medicare participants.

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Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

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Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

How Long Will It Take to Pay my Balance?

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

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