Broker Check
 
Journey Confidently™ Your Lions Bridge Financial Advisor Guides for the Journey 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

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Choosing a Business Structure

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

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.

 

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

View all articles arrow

My Retirement Savings

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators arrow

Retirement Plan Distributions

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

View all presentations arrow

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

An Arm and a Leg

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.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

View all videos arrow