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.

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.

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.

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
