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We Specialize in Retirement Planning

The guidance, tools, and service necessary to prepare for retirement.

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Medicare

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Tax Planning

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Retirement Planning

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Welcome to Money Bridge Solutions

At Money Bridge we are a full-service retirement planning and financial services firm serving the greater Northern California region. We specialize in retirement, estate, Social Security, and Medi-Cal planning, as well as, business and family succession strategies to assist individuals and businesses in achieving their lifetime financial goals.

Over the years, we have developed and refined a proprietary process called the Archer’s FORMula™. Our process integrates wealth management with risk and debt management, tax planning and philanthropy. Our goal is to take all the pieces of your financial puzzle and put them in place. Each plan and puzzle is unique. Many of those pieces are not relevant to you or your plan at this time, but as your life unfolds and your needs evolve Money Bridge and the Archer’s FORMula™ follow a proven process to ensure your financial independence.

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    Will My Money Last as Long as I do?

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    All you need to provide are 9 pieces of financial and contact info to get your answer.

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    Based on the information you provide, your plan may look strong, but what if something changes?  How will your plan handle tax increases, market drops or declining health? What can I do? What should I change?

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