services our advisors provide

Advisors in the RRQ network focus on helping you build, protect, and enjoy your retirement.

How we work

SO you can feel safe

Exact services can differ by advisor and firm. Your advisor will clearly explain which services they provide and how they are compensated before you decide to work together. If one of our advisors might not happen to provide a service you'd like please contact us.

Got questions?

Our support team is ready to help with any questions you might have

How we work

SO you can feel safe

Exact services can differ by advisor and firm. Your advisor will clearly explain which services they provide and how they are compensated before you decide to work together. If one of our advisors might not happen to provide a service you'd like please contact us.

Got questions?

Our support team is ready to help with any questions you might have

How we work

SO you can feel safe

Exact services can differ by advisor and firm. Your advisor will clearly explain which services they provide and how they are compensated before you decide to work together. If one of our advisors might not happen to provide a service you'd like please contact us.

Got questions?

Our support team is ready to help with any questions you might have

Services provided by our advisors

Retirement Income Planning

Turning your savings, pensions, and Social Security into predictable monthly income you can’t outlive.

Retirement Income Planning

Turning your savings, pensions, and Social Security into predictable monthly income you can’t outlive.

Retirement Income Planning

Turning your savings, pensions, and Social Security into predictable monthly income you can’t outlive.

Investment Management

Making sure your investments match your age, goals, and comfort with risk.

Investment Management

Making sure your investments match your age, goals, and comfort with risk.

Investment Management

Making sure your investments match your age, goals, and comfort with risk.

Social Security & Pension Strategy

Deciding when and how to take Social Security and pension benefits.

Social Security & Pension Strategy

Deciding when and how to take Social Security and pension benefits.

Social Security & Pension Strategy

Deciding when and how to take Social Security and pension benefits.

Tax-Smart Retirement Planning

Reducing how much you pay in taxes over your whole retirement, not just this year.

Tax-Smart Retirement Planning

Reducing how much you pay in taxes over your whole retirement, not just this year.

Tax-Smart Retirement Planning

Reducing how much you pay in taxes over your whole retirement, not just this year.

Healthcare & Medicare Planning

Making a plan for Medicare and health costs so they don’t blindside you.

Healthcare & Medicare Planning

Making a plan for Medicare and health costs so they don’t blindside you.

Healthcare & Medicare Planning

Making a plan for Medicare and health costs so they don’t blindside you.

Long-Term Care & “What If” Planning

Planning for scenarios like needing help at home, assisted living, or nursing care.

Long-Term Care & “What If” Planning

Planning for scenarios like needing help at home, assisted living, or nursing care.

Long-Term Care & “What If” Planning

Planning for scenarios like needing help at home, assisted living, or nursing care.

Risk Management & Protection

Protecting your plan from big “what if” events.

Risk Management & Protection

Protecting your plan from big “what if” events.

Risk Management & Protection

Protecting your plan from big “what if” events.

Survivor & Estate Planning Coordination

Making sure your spouse/family are okay financially if something happens to you.

Survivor & Estate Planning Coordination

Making sure your spouse/family are okay financially if something happens to you.

Survivor & Estate Planning Coordination

Making sure your spouse/family are okay financially if something happens to you.

Debt, Budget & Cash-Flow Coaching

Making sure your spending and debts match what you can realistically afford.

Debt, Budget & Cash-Flow Coaching

Making sure your spending and debts match what you can realistically afford.

Debt, Budget & Cash-Flow Coaching

Making sure your spending and debts match what you can realistically afford.

Plan Checkups & Ongoing Reviews

Regular “tune-ups” to keep your plan on track as life changes.

Plan Checkups & Ongoing Reviews

Regular “tune-ups” to keep your plan on track as life changes.

Plan Checkups & Ongoing Reviews

Regular “tune-ups” to keep your plan on track as life changes.

Second Opinions on Existing Plans

A fresh set of eyes on what you already have—without pressure.

Second Opinions on Existing Plans

A fresh set of eyes on what you already have—without pressure.

Second Opinions on Existing Plans

A fresh set of eyes on what you already have—without pressure.

Who we are

get to know us

Bridge is a team of consultants, designers and problem-solvers.
We work closely with you to understand what’s not working — and why.

Then we build clear, practical solutions that make it easier to get things done.

Who we are

get to know us

Bridge is a team of consultants, designers and problem-solvers.
We work closely with you to understand what’s not working — and why.

Then we build clear, practical solutions that make it easier to get things done.

Who we are

get to know us

Bridge is a team of consultants, designers and problem-solvers.
We work closely with you to understand what’s not working — and why.

Then we build clear, practical solutions that make it easier to get things done.

"Digital transformation isn’t a big, messy event. It’s a series of clear, thoughtful choices—made one smart step at a time."

Spencer Miller

Co- Founder of the RRQ

"Digital transformation isn’t a big, messy event. It’s a series of clear, thoughtful choices—made one smart step at a time."

Spencer Miller

Co- Founder of the RRQ

"Digital transformation isn’t a big, messy event. It’s a series of clear, thoughtful choices—made one smart step at a time."

Spencer Miller

Co- Founder of the RRQ