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.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A letter of instruction provides additional and more personal information regarding your estate.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Making the most of surprises is a great reason to work with us.
Estate conservation is too important to put off. Do you have a smart exit strategy?
$1 million in a diversified portfolio could help finance part of your retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, cracking the code on bonds.