Business Financial Services

Lions Bridge Financial can help your company stand out from the pack with competitive benefits to fit most any business from start-up to growing and long established firms.

Why improve or expand your benefits? Retention of key employees and recruiting top talent.  As most managers know it costs several times more to replace and train a new hire than to retain a good employee who is already productive.  
You may also be surprised to see the positive tax-impact to you and your employees when you expand your benefits offerings.  At Lions Bridge Financial, we work as a team with you and when needed, your accountant and attorney, to build a competitive and tax-efficient offering menu just right for where your company is—small, medium or large.
Services offered by Lions Bridge Financial:

• SIMPLE and SEP IRAs (for small business)
• 401(k) Plans—Traditional & Roth 401(k)s, Defined Benefit Plans
• Company 529 College Savings Plans (no cost &
  no administration to your company to add this benefit)
• Group Long-term Care Insurance  (your business may qualify
  for a tax deduction for premium payments)
• Life Insurance and Key- Person Policies
• Employee Education (we help you meet DOL 401k requirements
  by educating your employees on retirement readiness).
• Business Transition Planning
• Diversification and Wealth Protection Strategies

We’ve got the solutions for your business.

We stand out by providing excellent service at excellent prices. And that’s not just talk. We come to your business and meet with your employees to give them the information they need to make wise financial decisions. We spend time with you and your workers so we can better understand their needs and how we can help them. 

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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