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™: Empowering You to Have the Right Access and Opportunities You Deserve for Your Financial Future
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™
Our comprehensive approach to financial planning includes gaining 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.
We combine our industry expertise with solid market data, resources, and our relationship with LPL Financial to design a plan that fits you and your family’s needs.
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.
Top Questions Clients Ask Us About Financial Planning
How often do we need to develop and maintain my financial plan?
It’s important to meet at least once a year to discuss changes in your life that may affect your financial plan. It also allows us to discuss changes to your portfolio in light of your financial plan. Most importantly, we can ensure your current plan is still on track.
How much will a financial plan cost me?
Standard pricing for planning and consulting is $200/hr, including the cost of creating your written, personalized plan. We offer discounts if you open an account with Lift Bridge Financial™ or have us become your investment account advisor.
What information do you need from me?
The more information you can give me about your assets and debts for you and your family, the more comprehensive and accurate your plan will be. Financial Planning can involve some personal conversations, but the more you are willing to discuss, the more assistance we can provide to help you pursue your life goals.
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
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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.