WealthBridge Financial: Transitioning Into Retirement

Enjoying the Retirement You Deserve

Maximizing Your Lifestyle and Legacy in Retirement

Living in retirement brings new opportunities for personal growth and the fulfillment of personal dreams. It also means you’re in a wealth preservation and distribution phase, which warrants different investment and wealth management tactics than those you used in your career and wealth accumulation stage. A satisfying retirement includes adapting your approach to your finances in order to safeguard your financial well-being and protect your legacy for the next generation.

Frequently Asked Questions

We want to help you enjoy this new and exciting stage of life with complete confidence. We know you have questions, and we are here to answer them. Some of your questions may include:

Can I maintain my current lifestyle and still provide for my family when I’m gone?
How much risk should I have in my portfolio?
Do I still need life insurance?
What types of insurance policies should I have?
Should I start taking money from my 401(k)?
When should I file for Social Security to maximize my benefits?
Is it better to give my children their inheritance now?
How can I minimize the taxes my family will have to pay?

Enjoy the Rewards of Your Retirement

Tax Strategies

Tax management is a necessary part of prudent planning and can help you maximize your resources.

Investment Strategies

We design personalized, tactical strategies that reflect your values and move you toward your goals.

Education Planning

Educational expenses are significant, but an effective plan can ease the burden of paying for college.

Legacy & Estate Planning

A well-ordered estate that effectively communicates your intentions is a tremendous gift for your heirs.

Explore Our Services

Contact Us Today

We would love to be your trusted advisor. Contact WealthBridge Financial today to schedule your initial consultation.

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