Retirement Income Planning

Assuming you don’t want to change your lifestyle dramatically from your working years as you go into retirement, did you know that social security will likely provide 30% or less of your needed income in retirement?

Do you have a plan to supplement your social security income?

That’s where Lions Bridge Financial comes in.

We can help you calculate the savings you need to stash away during your working years to hit your goals. If you’re already retired, we may be able to help you restructure your portfolio and investments in order to increase your income or the duration of your income. We have several tools available for helping you now and later in life. We look forward to building you a plan tailored to your goals, income needs, assets and life style.

Individual Financial Services

Investment and Portfolio Management
Long Term Care Insurance & Planning
Estate Planning Strategies and Trust Services
Retirement Income Planning
IRAs, ROTH IRAs and 401(k)/403(b) Rollovers
Financial Plans
Life insurance
Tax-efficient Investments
Annuities
College Planning

Business Financial Services

Individual Financial Services

Individual Financial Services

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