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Lift Bridge Financial - Simon Devenish

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Spencerport, NY
Lift Bridge Financial - Simon Devenish

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A financial and insurance services practice located in Spencerport helping the average American.

10/17/2026

Retire on your terms — my goal is to make sure you can choose when to stop working, not be forced to.

I’ll help you build a practical plan (budgeting, debt reduction, investment allocation and tax-smart moves), boost your financial confidence with clear steps and education, and create flexible options like phased retirement, part-time income, or relocating to lower-cost areas so you have real choices.

We’ll use straightforward rules of thumb (think emergency savings, a sustainable withdrawal strategy or savings milestones) and turn them into actionable steps you can start today.

10/14/2026

My goal is for you to really see the benefits of your 401(k): tax-advantaged growth (tax-deferred contributions or tax-free growth with a Roth option), an employer match (free money many companies offer—often around 3–6%), and the power of compound interest that lets small, steady contributions snowball into long-term security.

I want you to feel confident using it to invest in your future—even modest monthly contributions can grow substantially over 20–40 years—so start or increase what you can today.

10/10/2026

Myth: "I'm too young to invest."
Reality: Your age may be your greatest investing advantage.

Many people in their 20s and 30s believe investing is something they'll start "later" when they earn more money, finish paying off debt, or feel more financially established. Unfortunately, waiting can be expensive.

Investing isn't about how much money you start with. It's about how much time your money has to grow.

For example, someone who invests $100 per month beginning at age 25 may accumulate significantly more over their lifetime than someone who waits until age 35 and invests a larger amount. The reason is simple: compound growth.
Think of investing like planting a tree. The best time to plant it was years ago. The second-best time is today.

You don't need thousands of dollars to get started. You need:
✅ A plan
✅ Consistency
✅ Time

The biggest mistake isn't starting small. The biggest mistake is waiting.

10/07/2026

Navigating Medicare can feel like learning a whole new language filled with Parts A, B, C, and D. As an independent advisor and licensed Medicare plan broker, I help West Side seniors cut through the noise to find coverage that actually fits your healthcare needs and budget.

Let’s make sure you’re set up right before the Annual Enrollment Period kicks off. Send a message to schedule a review.

10/03/2026

Enjoy the autumn season with your furry friend by going on adventures together, playing in piles of colorful leaves, and cozying up by the fire on chilly nights. Create lasting memories and strengthen your bond by including your pet in all your fall activities. Embrace the change in the weather and make the most of this special time with your loyal companion.

09/30/2026

As we head deeper into fall, two things usually top the list: reviewing investment portfolios and preparing for the Medicare Annual Enrollment Period. But how often do those two conversations happen in the same room? As an independent financial advisor and Medicare broker, I help West Side families coordinate their wealth strategy and healthcare coverage so they work together, not against each other. Let’s make sure your nest egg and your health benefits are fully aligned this season.

09/26/2026

How are your financial and healthcare goals looking as we close out Q3? Whether you're a local business owner mapping out retirement or a neighbor navigating Medicare options for the first time, you shouldn't have to navigate it alone. No corporate call centers—just a local advisor right here in Monroe County ready to help you plan your next chapter. Send a message to grab a coffee and talk strategy.

09/23/2026

Turning 65? Congratulations! Now it's time to find the Medicare plan that fits your life. We make it simple with local, personalized guidance. Let's talk about your options. Call or text: (585) 540-1491.

09/19/2026

Financial freedom isn’t luck — it’s learned.

And the families who lean into education and take steady action are the ones who see real change.

That’s why Lift Bridge Financial exists: to teach, guide, and empower you to make confident decisions about your future. Your freedom starts with understanding your options.

09/16/2026

New baby? New marriage? Big family milestone?

These moments are exactly why so many Americans set up wills—yet most parents still haven’t named a guardian.

When your family grows, your strategy deserves a refresh.

Address

117 South Union Street, Suite 1
Spencerport, NY
14559

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://www.lbfwny.com/

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