We Are Here For You
Delivering the Support and the Financial Guidance You Need
We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.
Our Work Is Critical
Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.
We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.
You Matter to Us
While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.
We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at (757) 599-9111 any time.
We are always here for you.
A More Confident Journey
Lions Bridge Financial Advisors help guide clients along the winding path of life from accumulating and preserving wealth, to planning for important goals.
Let the Lions Bridge Financial Advisor team help you and your family or business Journey Confidently.
View our ServicesHigh Net Worth
You've achieved many of your goals and have over $5 Million in liquid assets. You seek to protect, preserve and grow your portfolio and want to understand what you may have overlooked in planning including trusts, taxes, investments and insurance. Schedule a confidential initial consultation to review your asset structure and investments to optimize opportunities and reduce risk to you and your family.
Women in Transition
Lions Bridge Financial Advisors and Jayne Di Vincenzo are committed to helping women walk through some of life’s most challenging chapters with an advocate at their side.
Helpful Content
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Here are some simple and inexpensive energy-saving tips that may help you save money.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
When Markets React
When markets shift, experienced investors stick to their strategy.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.