Broker Check
 

Business Owner


You know the meaning of hard work.  You have put in long hours, weekends, and even occasionally missed important events -- all to keep customers happy and your company going and growing.You know the meaning of hard work.  You have put in long hours, weekends, and even occasionally missed important events -- all to keep customers happy and your company going and growing.

Some days you feel like you’re going to take over the world. Other days you wonder if you can keep juggling it all.

You value a strong work ethic and the people who have contributed to your success.  You want to reward yourself and your team for your victories along the way. 

We understand. Lions Bridge Financial Advisors is a small business and has worked with business owners facing a range of opportunities and challenges. We can put our experience to work for you and your business by:

     ⦁ Having your financial advisor, accountant and lawyer communicate so that they are working toward your long-term best interests.  

     ⦁ Finding investments and using strategies that seek to minimize income taxes.

     ⦁ Making cash work harder.

     ⦁ Sifting through the maze of potential benefits for competitive health, life, disability, long-term care and retirement plans, such as 401(k) plans, SEPS/SIMPLEs.  

     ⦁ Calculating the cost/benefit of more investment in your company.

     ⦁ Consulting on the transition of your business to new owners and seeking to optimize cash flow.

     ⦁ Consulting on proper documentation to protect you, your business and your assets.

     ⦁ Reviewing all insurance products for gaps and risks. 

     ⦁ Building a financial plan in seeking to help you build and preserve your wealth. 

You deserve an advisor who will be held to the fiduciary standard and put your interests ahead of their own. An advisor who understands how complex life can be when you’re successful and facing multiple demands on resources.  

Lions Bridge Financial Advisors-PARTNER FOR YOUR BUSINESS JOURNEY.