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Professionals & Executives

While you are busy excelling in your chosen field—health care, law, accounting, engineering, data security—our goal is to help make your hard work payoff in a streamlined financial strategy that considers all the facets of your busy life: family, finances, insurance and asset protection, wills/trusts, travel, retirement goals, college funding and more. Lions Bridge Financial Advisors employs several tools to help you have a plan for and address the myriad needs of busy professionals:

We help you PACK for your career journey

PACK-   PREPARE, ASSESS, CONSOLIDATE, KNOW

Gathering all relevant information to access where you are and where you want to go.

  • Custom comprehensive financial plan to help you build and preserve wealth.
  • Educate you in simple terms on your investment options and strategies that have worked for other busy professionals.
  • Seek out tried-and-true and new investment strategies to help minimize taxes.