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Journey Confidently™ Retirement Professionals High Net Worth Solutions Protecting & Planning for the Future Women




We Are Here For You


Delivering the Support and the Financial Guidance You Need

We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

 

Our Work Is Critical

Financial services is defined as a federal critical infrastructure sector by the U.S. Department of Homeland Security, Cybersecurity & Infrastructure Security Agency. This means the work we do is essential to the economy and we are able to continue business.

We, and our broker/dealer LPL Financial, will continue to operate and will be able to provide you with the support and service you can always expect from us.

 

You Matter to Us

While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We are here to safely connect and discuss any concerns you have.  

We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at (757) 599-9111 any time.

We are always here for you.


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

 

The Lions Bridge Financial Advisors team is committed to helping women walk through some of life’s most challenging chapters with an advocate at their side.

ESG Investors

 

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.

Professionals & 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.

Helpful Content

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The Facts About Income Tax

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Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

 

How Does Your Credit Score Compare?

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The Business Cycle

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Spotting Credit Trouble

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A Look at Diversification

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Investment Strategies for Retirement

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

5 Smart Investing Principles

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Other Sure Thing

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

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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