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Personal Services

Centralized Planning & Coordinated Financial Services

At WealthBridge Financial, we believe the long-term trust we build, often spanning generations, is a testament to the level of service and value we provide. We’ve built our firm around a determination to offer a comprehensive service menu. And we deliver these services through coordinated efforts from a skilled team to solve your complex financial needs and help you plan well for the next generation.

Investment Strategies

Creating your investment strategy is a vital step in the development of your overall financial plan. Your investment strategy reflects your goals and plans but also incorporates your vision and values. We want to understand your priorities, preferences, and concerns so we can recommend tailored solutions and tactical investment strategies for your investment portfolio.

Financial Planning

Financial planning is a holistic process that creates a unique perspective to evaluate and enhance your overall financial outlook. We start by reviewing your short and long term financial and lifestyle goals because we understand that financial goals are not about the money but about the opportunities and freedoms it provides. This is a comprehensive service that can encompass multiple goals and objectives, including budgeting, saving, and targeted objectives like retirement and legacy planning.

Retirement Solutions

Retirement is a momentous milestone, but it’s not the end of your financial journey. It’s the start of a brand new phase. The strategies you used in your income-earning years may no longer be ideal for your goals as you approach retirement. The retirement planning specialists at WealthBridge Financial can help you plan for a sustainable lifetime income for the kind of retirement you can look forward to. When the time comes, we can also help you make your transition into retirement a smooth and strategic one.

Risk Management

Risk is everywhere. While no one can completely avoid physical and financial risks, we can help you limit your exposure. Effective risk management includes being prepared to respond as well as minimizing the potential impact of life’s unfortunate and unexpected events. We can perform a comprehensive review of your risk factors and form recommendations for appropriate mitigating measures. The specific guidance we offer depends on your individual needs and is a vital part of your overall financial health.

Legacy & Estate Planning

At WealthBridge Financial, we know that your legacy is defined by far more than your estate and your will. Your legacy is in the moments you share with your family and loved ones and the values you instill in them throughout your lifetime. One of the most thoughtful gifts you can give your heirs is a well-ordered estate that effectively communicates your decisions regarding its distribution. Our experienced estate planning specialists can help plan and prepare that essential gift for your loved ones.

Tax Strategies

Tax strategies are a vital component of your overall financial blueprint. Your individual tax obligations depend on your income and family composition, but also are impacted by your approach to investing, spending, and saving. We will share actionable tools you can use to offset and defer some taxes. Tax management is a necessary part of prudent financial planning. Effective strategies can help you maximize the resources you have.

College Planning

Ease the burden of educational expenses with our comprehensive college planning service at WealthBridge Financial. Our experienced advisors develop personalized college savings plans to ensure access to high quality educational opportunities while aligning with your financial goals.

Business Planning

Let us support your business's growth and success at WealthBridge Financial. Our Business Planning services are tailored to business owners like you, providing effective financial strategies aiming to maximize profitability and addressing new challenges. With our program, Business U, we offer invaluable support and training in areas such as Business Succession Planning, Key Employee Retention Strategies, Business Valuation, and more. Let us to help you navigate the financial landscape and strive towards a thriving future for your business.

Who We Work With

We deliver personalized care and solutions to help you enjoy your life and plan well for the next generation.

Our Audience

Our Team

For 30 years we have helped clients pursue their goals through education, collaboration, and personalized planning.

About the Firm

Contact Us Today

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

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