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
High 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.
Lions Bridge Financial Advisors believes that investment strategies focused on values be those social, environmental, ethical and/or governmental are worthy of consideration in portfolio structure.
How Income Taxes Work
A quick look at how federal income taxes work.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
It's important to make sure your retirement strategy anticipates health-care expenses.
Don’t overlook the need for renter’s insurance if you rent your home.
Understanding the value of a home warranty.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
It’s never a bad time to speak with your financial advisor about changes in your situation.
Women must be ready to spend, on average, more years in retirement than men.
There’s an alarming difference between perception and reality for current and future retirees.
What is your plan for health care during retirement?
How do the markets usually react to elections? Was the 2016 election any different?
In life it often happens that the answers to our most pressing questions are right in our own backyards.