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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Important items to consider when purchasing condo insurance.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Smart investors take the time to separate emotion from fact.
Making the most of surprises is a great reason to work with us.
Taking your Social Security benefits at the right time may help maximize your benefit.
Are you ready for retirement? Here are five words you should consider.
It’s never a bad time to speak with your financial advisor about changes in your situation.