Estate Planning Transitions

Jayne Di Vincenzo, president of Lions Bridge Financial,  holds the CEP ® (Certified Estate Planner) designation.  Jayne believes in the importance of working with your estate planning attorney to ensure you have your estate plan and affairs set up in a manner designed to take care of you and your families in a time of need. It’s also important to consider the tax implications of how assets are held and transferred to future generations in the most tax-efficient ways and we work closely with your legal and tax advisors to implement your plan. 
To learn more about the CEP designation and organization visit:  http://www.nicep.org.   Contact Jayne Di Vincenzo CEP to talk about your plan, the process and implementation today.   (757) 599-9111.

ur company in a way that they’ll find attractive. (These services not provided by LPL Financial and not endorsed by LPL Financial).

Lions Bridge Financial partners with you and your business every step of the way from initial planning through final transition.

Business Services

• Business Transitions
• Corporate Cash Management
• Company 529 Plans
• Employee Education
• Estate Planning
• Life Insurance
• Long Term Care  
• Key Executive Planning
• Retirement Plans
• Wealth Protection

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