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Products and Services


Lions Bridge Financial serves families with a wide range of financial services who have investment assets over $500,000.

Additionally, 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:

Financial Planning

  • Detailed financial plans tailored for each client
  • Retirement planning & income strategies
  • Business owner succession planning
  • Investment and wealth preservation strategies
  • 401 (k) Plans and 403 (b) Plan Consulting and Advice
  • College Savings Plans/ 529 Savings Plans
  • Estate Planning Strategies
  • Life and Long Term Care Insurance and Planning

Investment Services

  • Portfolio Asset Allocation Strategies
  • Investment Selection, Management and Monitoring
  • Advisory Accounts Managed by Our Select list of Pre-screened Portfolio Managers
  • REITs (Real Estate Investment Trusts)
  • Institutional No-load Fund Options and Index Fund Strategies
  • Common stock and Bonds
  • Managed Futures
  • Long/short Strategies
  • Commodities
  • Options Trading for Pre-approved Clients

Retirement Planning

  • Rollovers from SEP, SIMPLE, 401(k), 401(b) Plans to IRAs
  • 401(k) Plans for Businesses—both ROTH 401(k) and Traditional
  • SIMPLE and SEP IRAs
  • Traditional IRA
  • Roth IRA
  • Employee Education—Getting Your Employees Retirement Ready

Insurance Services

  • Life Insurance
  • Long Term Care Insurance –traditional and hybrid plans
  • Income Strategies and Annuities
  • Disability Income Insurance

Tax Planning

We can partner with your tax advisor to ensure your financial plan is fully implemented and tax efficient. If you are looking for a tax advisor we can provide you with several advisors to consider.