579 Executive Campus Drive
Count on WealthBridge Capital Management to alleviate your retirement concerns. You’ll know exactly where you stand and what you need to do to achieve your ideal retirement.
Are you building wealth for retirement, about to quit working, or already retired? If you’re at least 50 years old, we work with you to secure your retirement today and preserve your wealth for tomorrow. Together, we’ll develop an optimal roadmap for reaching your lifestyle and legacy goals, and continually adjust it to keep you on track.
Step 1 - Build a Relationship
First, we get to know you. We take the time to gain a thorough understanding of you and your family. Clarifying your goals and then investing to reach them is the surest way to turn your dreams into your reality. We know this because we’ve been doing it for hundreds of people just like you. So we thoroughly explore your:
Step 2 - Forecast Your Cash Flow
Preparing a detailed cash flow plan is the next step in building your comprehensive Wealthspan Analysis. We do this because quantifying and modeling the ins and outs of your post-retirement funds is the best way to make important decisions. By seeing the impacts of timing on things like retirement dates and asset drawdowns, you can make appropriate choices.
Step 3 - Set Targets for Returns
Getting you to your goals is our main focus. After working together to define and prioritize your goals, we look at what types of investments best suit your timeline and risk tolerance. To pinpoint exactly what kinds of returns it will take to achieve your goals, we examine a broad range of investment options including equity, fixed income, and balanced funds.
Step 4 - Allocate and Locate Assets
Your personal portfolio is made up of investments that are carefully selected to deliver the types of returns you need on a strategic/long-term basis—your optimal asset allocation. Equally important is asset location, which means placing certain investments in specific types of accounts to manage volatility and taxes. We combine our decades of experience with our customized financial technologies to determine and develop a “just right” mix for you.
Step 5 - Review Your Progress
Meeting your retirement and legacy goals depends on diligent oversight. And WealthBridge excels at watching out for you and staying in touch with you. Our disciplined process is designed to monitor and address changes in the market as well as changes to your goals and/or financial situation. Your progress is continually tracked so we can make ongoing adjustments.