A More Confident Journey
Lions Bridge Financial Advisors helps guide clients along the winding path of life from accumulating and preserving wealth, to planning for important goals like college, retirement, health events, and leaving a legacy. Let the Lions Bridge Financial Advisor team help you and your family Journey Confidently.View our Services
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
The market is as unpredictable as the weather. We’d love to help you prepare.
An inside look at how marginal income tax brackets work.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
When you’re married and have children, insurance needs will be different.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
The true cost of raising a child may be far more than you expect.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Making the most of surprises is a great reason to work with us.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In the world of finance, the effects of the "confidence gap" can be especially apparent.