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
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
A change in your mindset during retirement may drive changes to your portfolio.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Using smart management to get more of what you want and free up assets to invest.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
$1 million in a diversified portfolio could help finance part of your retirement.
The decision whether to buy or rent a home may have long-term implications.
Are you ready for retirement? Here are five words you should consider.
Smart investors take the time to separate emotion from fact.
How does your ideal retirement differ from reality, and what can we do to better align the two?