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Journey Confidently™ Retirement Professionals High Net Worth Solutions Protecting & Planning for the Future Women




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.

ESG Investors

 

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.

Professionals & Executives

 

You give your career your all. You need to make informed decisions about employer benefits, savings, investments, debt and more, so that all your hard work pays dividends.

Helpful Content

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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