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A More Confident Journey

Lions Bridge Financial Advisors helps guide clients along the winding path of life from accumulating and preserving wealth, to planning for important goals like college, retirement, health events, and leaving a legacy. Let the Lions Bridge Financial Advisor team help you and your family Journey Confidently.

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Protecting and Helping Build Wealth for Families and the People and Causes They Care About

 

Business Owner Consulting and Wealth Strategies for Growth, Employee Benefits and Ownership Transitions 

 

Helping Executives Build Wealth and Navigate Benefit Choices

 

Private Wealth

 

Retirement Income Plan

 

Insurance Protection

 

Investment Services

 

Protecting and Preserving New Income and Wealth 

 



   

Helpful Content

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Traditional vs. Roth IRA

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

 

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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