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
You're the rock of the family and others may rely on you. Learn strategies to build and protect income you can't outlive, make decisions about future health care, plan how you'll provide for and protect you assets in the event of death or divorce.
You need advice on tax saving strategies, cash flow, capital, business structure, partnerships, insurance, employee benefits, growth and more—Why not get advice from a trusted financial advisor who has been there, done that? Jayne Di Vincenzo, President of Lions Bridge Financial Advisors, partners with business owners to help them build a more confident financial future.
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.
HIGH NET WORTH SOLUTIONS
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.
How you'll pay yourself in retirement can be complicated: When to start Social Security, pensions, Medicare, tap into IRA/401(k)s and more. Work with our team to build a custom, tax-efficient income plan for your golden years.
How much insurance is enough? Do you need life, health, long term care, disability or business owner coverage? Let us shop multiple plans for the most competitive pricing and build a strategy to take care of you and those you care about.
We build investment strategies for clients using a range of tools including mutual funds, stocks, bonds, index funds, alternative investments and more. Work with our team to have a custom financial strategy and investment plan built, invested and monitored to align with your goals.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Retirees traveling abroad need to know that their health insurance travels with them.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
How long does a $20 bill last?
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
What does your home really cost?
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
If you died, what would happen to your email archives, social profiles and online accounts?