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
Business Owner Consulting and Wealth Strategies for Growth, Employee Benefits and Ownership Transitions
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The true cost of raising a child may be far more than you expect.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Around the country, attitudes about retirement are shifting.
When should you take your Social Security benefit?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What are your options for investing in emerging markets?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you have causes that you want to support with donations? Here are three tips.