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About Us

Business Philosophy:

As a mature American, you are constantly faced with threats to your economic wealth and well-being. The challenges you face on a daily basis will affect the quality of your continued retirement lifestyle, and perhaps, the quality of life of your loved ones, such as the legacy you leave to your descendants, your charities, and your church family. Today, senior Americans are living longer and longer. Many of these people, without proper retirement planning, will lose their independent lifestyle by outliving their income savings. A serious illness, for example, could result in the loss of your home. The thought of losing your economic independence, which will certainly reduce your quality of life, brings stress and uncertainty. We simplify your future by providing solutions that eliminate the stress, bring calming certainty, and deliver peace of mind.

It is of the utmost importance that you understand the significance of protecting your independence, retirement lifestyle and family legacy and in addition obtain protection from excessive taxes, probate costs, nursing home costs, and eroding purchasing power due to inflation. You also need to achieve better returns on your investments while avoiding the downturn risks presented by today's unpredictable, volatile stock market. Understanding this process requires a bit of time and commitment. The benefit of this learning commitment is lasting peace of mind.


Meet Your Certified Senior Advisor:

Ken Walbridge empowers the people he serves with solutions on how to Grow and Protect their independence, retirement lifestyle and family legacy. Grow your income and family assets while avoiding excessive taxes, probate costs, nursing home costs, eroding purchasing power due to inflation, and achieve better returns by avoiding the downturn risks presented by today's unpredictable, volatile stock market.

Ken was raised in a family of retirement planners (his father and two uncles), in a very "Norman Rockwell" type of family environment. Ken graduated from Arizona State University with a degree in the Department of finance and insurance. Ken has over fifteen years of experience helping clients achieve security and peace of mind.

Ken's independent status allows him the freedom to best serve his clients, without bias to any product, service or company. Ken is licensed and appointed in multiple states and he is a Certified IRA Distribution Specialist. Ken is a member of the Progressive Alliance of Retirement Planners and, of course, the Better Business Bureau. Ken is an independent Certified Senior Advisor in good standing, and has completed a rigorous course of instruction, which has provided him with valuable insights into today's health, social and financial concerns for seniors.

Ken puts the client's needs first. Ken's knowledge, servant's heart and down-to-earth "How Can I Be of Service" sincere approach is refreshing, easy to relate to, and has thus benefited many retirees.

A family man, Ken and his wife, Tina, have one newborn daughter, Christina, and live on a lake in North Texas. Tina is a kindergarten teacher. Ken's interests are his family, his clients, and church ministry. Ken is the Co-Founder and Member of Bridge Ministries, coaching Christians in wise stewardship of health, wealth, and relationships in the Body of Christ.

Ken Walbridge is Director of Marketing for Bridge Ministries. His mission is to passionately encourage others to know God intimately, and to develop healthy relationships within the body of Christ. Ken has a B.S. in Insurance and Finance from Arizona State University, and is now a financial consultant in the Dallas/Ft. Worth area.


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