What We Do

WealthBridge Insurance Solutions began in San Diego in 1996 to provide families with affordable estate planning (living trusts) and insured retirement income and growth accounts (annuities). We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.

We are looking forward to getting to know you and your financial situation. We will provide you with quality information, services, and products to help you pursue and achieve your goals.

We have helped families in the past with concerns such as the following. If you have questions or concerns about these topics, we are here to help you find solutions.

 

  1. IRA, 401k, TSP Rollovers: Once you qualify to roll over your retirement account from your current or previous employer, we can show you how to turn that account into a pension plan (income). Your new personal pension plan will then be protected from market losses, participate in market gains, and, if you like, pay you income that you cannot outlive.
  2. Long-Term Care (LTC) Affordability: Unless you started paying into LTC insurance twenty years ago, it will not be affordable for you today. However, hundreds of insurance companies offer riders or options on their annuities that double or triple your income payout if you are unable to perform 2 out of 6 activities of daily living. AND they will pay this benefit to you while you stay in your own home. WealthBridge will shop for these benefits at no cost to you and provide you with a menu of in-home long-term care income options.
  3. Living Trusts & Estate Planning: Do you have a living trust? Do you need to make changes to your existing trust? WealthBridge and our estate planning partners will review your wills and trusts and help you preserve your estate for your intended heirs. We will also help with beneficiary designations and reduce your exposure to estate taxes and probate costs. Together we will coordinate your trust beneficiaries with your investment account beneficiaries, an important detail that is frequently overlooked.
  4. Investment Planning: As you get closer to retirement, reevaluating your risk tolerance is a must. Let's say you are 70 years old. 70% of your investments MUST HAVE ZERO RISK. WealthBridge specializes in helping people roll over their risky investments into reliable accounts so they can be financially secure in retirement regardless of what the markets do.
  5. Annuities and Life Insurance: Both annuities and life insurance should be considered in your long-term financial plan. Life insurance is designed to protect your family and those who depend on you for financial support. Annuities, on the other hand, guard against outliving your assets.