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.