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Journey Confidently™ Retirement Entertainers & Athletes Entrepreneurs Professionals High Net Worth Solutions

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

FAMILY LEADER

 

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.

BUSINESS OWNER

 

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.

EXECUTIVES

 

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.

RETIREMENT INCOME

 

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.

INSURANCE

 

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.

INVESTMENTS

 

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.

ATHLETES & ENTERTAINERS

 

You've made the cut through hard work and perseverance. Work with an unbiased independent advisor with no conflicts of interest so you can obtain objective, unbiased advice on important decisions about building and preserving wealth for you and your family.



   

Helpful Content

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In the world of finance, the effects of the "confidence gap" can be especially apparent.

Certain Uncertainties in Retirement

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The uncertainties we face in retirement can erode our sense of confidence.

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Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

 

How Insurance Deductibles Work

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Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

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Probate can be a completely public process, or it can be managed to include as little information as possible.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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This calculator helps estimate your federal estate tax liability.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

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

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

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

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Surprises

Making the most of surprises is a great reason to work with us.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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