Who We Are
We work with clients of all ages to plan for a successful financial future. We help clients gain financial peace of mind regardless of stock market and economic volatility. Whether you’re entering retirement or just planning for it, we can help you on every step down your financial path.
About A Fiduciary
A fiduciary is a person or organization that has a legal and ethical obligation of trust with one or more parties.
Financial planners that agree to be held to the fiduciary standard are required to make the recommendations that most benefit their clients. That means that they’re required by law to point you toward the investment that is best for you, no matter what they get paid.
President, Money Bridge Solutions
Joe DeMeo is president and founder of Money Bridge Wealth & Income Planning, located in Roseville, CA.
Starting his firm in the 90s, Joe saw the incredible bull market at the beginning of his career. He witnessed the dot-com bust devastate so many planned hopes and dreams and was in the front row a few years later when the credit crunch took place. Housing markets crumbling and retirements vanishing made it clear that a new process and approach were necessary.
Combining his financial savvy with his insurance experience, and then following a specific step by step process, Joe can protect assets, wisely allocate distributions, and help clients look to the future with anticipation instead of apprehension thus assuring financial independence. By using Archer’s FORMula,™ Joe can design custom financial plans that address each of his clients’ specific needs.
“At Money Bridge, we recognize that we are not all things to all people, nor do we want or expect to be. We are all things to some people and our client relationships are based on a very specific FIT process, allowing us to partner with those clients we are most suited for.”
Joe remains committed to community outreach, education, and leadership around the topics of financial planning and asset protection and hosts a weekly radio show in Sacramento, CA that addresses these issues and others including estate planning, trust accounts, long-term care planning, and other special needs.
Joe is licensed in the state of California as an Independent Advisor Representative (Series 65) and is also insurance licensed. He resides in Roseville, CA with his wife Amanda, a nurse, along with their three children: Madeline, Marino, and Charlotte.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.