The Right Investments Can Give You the Access and Opportunities You Want for Life.
Lift Bridge Financial™ Offers Investment Services Using Our Data-Driven, Dual-Model Investment Approach
Being a fiduciary is one of the highest responsibilities we carry with Lift Bridge Financial™.
You deserve to know why you’re in specific investments and the data and insight to support your decision:
- What investment types best align with your financial plan?
- What investment choices will you face in the near future that will affect you and your family?
- What opportunities may seem impossible or out of reach financially right now?
Traditionally, you as the investor were faced with only two models. The brokerage model takes a more passive, ‘hands-off’ approach. The advisor-centric model means your advisor is more actively involved. At Lift Bridge Financial™, we see the value in combining the best of both models.
Our dual-service investment model is designed to offer active insight while empowering you to take charge of your financial future. We typically recommend a multifaceted account setup, where one or more accounts may be brokerage-based while others are advisor-driven. This approach also allows us to better control the cost of financial management to you, our client.
This approach empowers you with the access you deserve while providing greater opportunities and support.
Investment Services with Lift Bridge Financial™
We offer a wide variety of investment services, including:
- Retirement Accounts
- Traditional and Roth IRAs
- Insight for employer-sponsored retirement accounts (401k and 403b) to help reduce exposure and liability
- Solo 401k, SEP IRA, and SIMPLE IRA Accounts for business owners
- 529s, UTMAs, and other education-specific accounts
- Non-retirement saving accounts Annuities (fixed and variable)
Top Questions We Often Hear About Investment Accounts
I don’t know what to do with my accounts. Can you manage my money for me?
We do offer account types that can alleviate some of the decision-making burden for you. However, the more empowered we are to act on your behalf, the higher the fees. Also, for us to help make decisions in your best interests, we need more consistent updates about your financial situation. We recommend annual review meetings, if not more frequently as you get closer to retirement.
Why do I have an LPL account and an account with another investment company?
As part of our relationship with LPL Financial, they provide software to help us review your entire portfolio. For us to see all of your accounts, an LPL account is required to connect your accounts. This is also a supervision requirement set by LPL Financial as part of our Compliance regulations.
I have money in a 401k. Can you help me?
Unfortunately, we can not be the advisor on your 401k. However, we can review the account and advise on the investments inside. If you are no longer with that employer, you can move the money into an IRA with Lift Bridge Financial™. That will allow us to better help you review and manage your investments. You may also move your funds to your new employer, or cash out.
What is the difference between a Traditional IRA and a Roth IRA?
The simple answer is a traditional IRA is funded with pre-tax money and a Roth IRA is funded with after-tax money. The choice of whether to contribute to one or the other needs careful consideration. We can work with you to make the best-informed decision and help you better understand contribution rules and IRA guidelines.
Have Access to the Right Investment Accounts You Need for Your Financial Future
With Lift Bridge Financial™, you can have greater access to opportunities that seem out of reach today.
Connect with our team to see what’s possible.
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.
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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.