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.
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.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Understanding how capital gains are taxed may help you refine your investment strategies.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
An increasing number have been developed to help individuals with their personal finances.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
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.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Have you explored all your options when it comes to managing your taxable income?
For women, retirement strategy is a long race. It’s helpful to know the route.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.