Financial Planning Is About Creating the Opportunities You Crave Beyond the West Side
At Lift Bridge Financial™, We Believe You Don’t Have to Choose Between Creating the Financial Future You Want and the Freedom to Plant Deep Roots Along the Canal.
Living on the West Side has its share of challenges!
If you want to live in Spencerport, do you have to commute 30 or even 45 minutes each day for work? What other sacrifices do you expect to make if you want to live closer to the canal?
Can your kids go to your school of choice? Can you afford to live where you want?
What if you didn’t have to choose? What if you didn’t have to sacrifice to enjoy the life you want?
With the right planning and guidance, Lift Bridge Financial™ helps West Side families and individuals access the opportunities to thrive beyond sacrifice.
It starts with the right type of Financial Planning.
Financial Planning With Lift Bridge Financial™
The right financial plan puts you and your family’s interests at the center. When it comes to financial planning you are a person first, our neighbor next, and then, we consider you and your family’s financial needs.
What dreams, goals, and opportunities do you want to achieve? What potential obstacles stand in your way? How can we know with certainty that you’re on the right path with your investments?
- That dream vacation is possible. How about Venice?
- You can make the West Side your forever home. Your kids can go to the school of your choice without forcing you to make every sacrifice.
- You can easily upsize, downsize, and right-size your lifestyle and home while taking charge of your investments.
You deserve access to the right opportunities, many of which may seem impossible today. The best part? A detailed, personalized written financial plan can empower you to live how you want without sacrificing your future.
How Financial Planning Works with Lift Bridge Financial™
My comprehensive approach to wealth management includes financial planning which helps me gain a better understanding of your financial situation. This includes Social Security, Medicare, additional retirement income, education planning, insurance, tax planning, spending habits, lifestyle choices, employer benefits, and many other variables.
I combine my industry expertise with solid market data, resources, and my relationship with LPL Financial to design a plan that fits you and your family’s needs.
Pricing Structure
Whether you are looking for one off planning services or a comprehensive plan,
I have a variety of ways to get support to manage your wealth.
Take Charge of Your Future With the Right Financial Plan
Are you ready to take charge of your financial future?
Connect with our team to see if we’re the right fit to work together.
An independent Financial and Insurance Services practice based in Spencerport, NY, Lift Bridge Financial services clients in Western New York, including Monroe, Wayne, Orleans, Ontario, and Livingston counties. Simon Devenish is registered in NY, TN, and FL.
Contact Us
(585) 851-1629
(585) 540-1491
Links
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of your financial professional on FINRA’s BrokerCheck.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Medicare Disclaimer: We do not offer every plan available in your area. Currently, we represent four organizations which offer 56 plans in your area. Please contact Medicare.gov, 1–800–MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.