Have you registered for your UNDERSTANDING SOCIAL SECURITY webinar?
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 ServicesHigh 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.
Helpful Content
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
View all calculators
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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.