Businesses

At Lions Bridge Financial we work closely with business owners and their executives on a wide-range of financial services and products including corporate cash management, employee benefits and education in addition to any of the follow services:


Business Owner Wealth Accumulation & Transition Strategies

Buy Sell Agreement Strategies & Funding

Cash Management

Employee Education

Group Benefits

Key Person Life Insurance Policies

Portfolio Management

Portfolio Reviews/Consulting

Retirement Plans for Business




https://www.irs.gov/pub/irs-pdf/p3998.pdf