Lift Bridge Financial - Simon Devenish

07/09/2026

Are you 5-10 years away from retirement? Here are some tasks to help you be better prepared when you retire!

07/08/2026

Medicare doesn't have to be complicated. Whether you're new to Medicare or reviewing your current coverage, we're here to help you understand your options and find the right plan. Local expertise, clear answers. Reach out today!

07/06/2026

07/02/2026

Income matters — but habits matter more.

Financial progress starts with the small, consistent choices you make every day.

Whether you’re preparing for retirement, navigating Medicare, or building long‑term stability, strong habits create strong outcomes. Let’s build the kind of habits your future self will thank you for.

07/01/2026

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.

06/24/2026

Men’s Health Month isn’t just about today — it’s about building habits that support you for decades.

Strong health leads to stronger retirements, more time with the people you love, and the freedom to enjoy the life you’re working so hard to build.

This month, remember:
Your health is one of your greatest financial assets.
Protect it. Prioritize it. Invest in it.

06/22/2026

I just posted my latest blog post - https://www.lbfwny.com/the-mid-year-financial-checkup-a-simple-way-to-stay-on-track. This post focuses on doing a mid year checkup of your financial situation and consulting a professional if a piece of your financial puzzle seems out of place or needs updating.

You can also review my previous blog posts here: https://www.lbfwny.com/blog

If you would like to review your financial puzzle, please call/text on 585-540-1491 or email: [email protected].