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 Services
You're the rock of the family and others may rely on you. Learn strategies to build and protect income you can't outlive, make decisions about future health care, plan how you'll provide for and protect you assets in the event of death or divorce.
You need advice on tax saving strategies, cash flow, capital, business structure, partnerships, insurance, employee benefits, growth and more—Why not get advice from a trusted financial advisor who has been there, done that? Jayne Di Vincenzo, President of Lions Bridge Financial Advisors, partners with business owners to help them build a more confident financial future.
You give your career your all. You need to make informed decisions about employer benefits, savings, investments, debt and more, so that all your hard work pays dividends.
HIGH NET WORTH SOLUTIONS
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.
How you'll pay yourself in retirement can be complicated: When to start Social Security, pensions, Medicare, tap into IRA/401(k)s and more. Work with our team to build a custom, tax-efficient income plan for your golden years.
How much insurance is enough? Do you need life, health, long term care, disability or business owner coverage? Let us shop multiple plans for the most competitive pricing and build a strategy to take care of you and those you care about.
We build investment strategies for clients using a range of tools including mutual funds, stocks, bonds, index funds, alternative investments and more. Work with our team to have a custom financial strategy and investment plan built, invested and monitored to align with your goals.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
How long does a $20 bill last?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Learn a little about worldwide currency in this fun infographic
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
At what point can you call a personal vehicle commercial?
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The decision whether to buy or rent a home may have long-term implications.