Jeffrey C. Lewis, CFP, ChFC, CLU

Tel: (631) 546-5403
1895 Walt Whitman Road
Suite 6
Melville, NY 11747

Our Wisdom Helps You Achieve Your Financial Goals

Planning Financial Futures, Inc | Financial Advisor in Melville ,NY

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About Planning Financial Futures, Inc

Retirement Planning is our specialty.

From budgeting to Social Security Claiming Strategies, we address it all! The Wiser Advisors at Planning Financial Futures are experts on financial planning, managed investments, and personal insurance.

We work with Individuals, Couples, Small Businesses, Distressed Relationships, Seniors, and Sudden Wealth Scenarios to improve your current financial affairs and ultimately your future.

We strive to achieve our clients' financial goals by creative planning, systematic implementation, disciplined investing, and control of tax and management costs. We work with you to develop a comprehensive financial plan and, if needed, construct a portfolio that will help you achieve your financial goals.

We look forward to helping plan your financial future!

27+ Years of Experience


  • CRD# 2141917
  • Insurance License# LA-750478
  • Series 6, 7, 24, 63, 66

General Information
Firm Start Year:   1995
No.of Employees:   2-4
Insurance License#:   LA-750478
Name of Broker/Dealer:   North Ridge Securities Corp.
Name of Custodial Firm:   Pershing, LLC Div of Bank of NY/Mellon
States Licensed in:   CT, HI, NC, NY, NJ, FL, PA & MA, VA
Number of Years with Current Firm:   21+
Work Experience:   Director, Financial Planning & Wealth Management at Planning Financial Futures, Inc. 1995 - present
Financial & Insurance Advisor 1990-1995, Mutual of Omaha Companies;
I work with the following types of clients:   Businesses , Individual Investors


Services
Investment Types:   Mutual Funds , Bonds , Stocks , Annuities , Insurance , Managed Money , Alternative Investments , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email , Via phone , At my office , At your home , At your office


Qualifications & Memberships
Insurance and Annuity Licenses:   Variable Annuity , Long Term Care , Accident , Life , Annuity , Variable Life , Disability , Notary
Financial Organization Memberships:   Certified Financial Planner , Paladin Registry


Firm Information
Firm's Number of Clients:   250+
Firm's Number of Planning Clients:   250+
Firm's Number of Managed Clients:   250+
Assets Managed by Firm:   $1,000,000,000+
Advisor's Number of Clients:   250+
Advisor's Number of Managed Clients:   250+
Advisor's Number of Planning Clients:   250+
Assets Managed by Advisor:   $50,000,000+


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   100000
Compensation Methods:   Flat Fee , Commissions , Based on Assets , Hourly
Fee % Based on Assets:   1-2%
Hourly Rate:   $200
Flat Fee Rate:   $1500
Additional Details on Charges:   Fee % is based on total dollar volume invested in a managed account. Higher volumes result in a lower percentage rate.
Minimum Fee Charged for Managed Accounts:   500
Minimum Fee Charged for Hourly Planning Accounts:   $800
Minimum Fee Charged for Flat Fee Accounts:   $1500


Education
Bachelors - Economics  State University of New York at Binghamton - Binghamton NY
June 1985-June 1989

Registered Health Underwriter, RHU - Medical Underwriting  North Eastern University
January 1991- October 1992

Life Underwiter Training Council Fellow, LUTCF - Life Insurance Underwriting  National Association Of Life Underwriters
January 1994-September 1995

Certified Financial Planner, CFP - Financial Planning  College For Financial Planning - Denver CO
January 1994-September 1996

Chartered Financial Consultant, ChFC - Financial Markets  The American College - Bryn Mawr, PA
January 2000-August 2002

Chartered Life Underwriter, CLU - Advanced Life Insurance Applications  The American College - Bryn Mawr, PA
January 2009-November 2011

RICP, Retirement Income Certified Professional - Retirement Income Planning  The American College
10/01/2015-04/30/2016



FAQs

  • Do you have a customer satisfaction or refund policy? Yes
  • What are your qualifications? What is your education background? American College Certified as a Retirement Income Professional (RICP) 2016, American College for Financial Services, Chartered Financial Consultant(ChFC)in 2002, Chartered Life Underwriter (CLU) in 2011 College For Financial Planning 1995, Earned CFP certificate in 1996 SUNY Binghamton 1989, BA, Economics
  • What is your approach to financial planning? Comprehensive
  • What services do you offer? Portfolio Construction & Management Comprehensive Financial & Retirement Planning
  • How many clients do you currently manage? 250
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DISCLAIMER

Advisory & Securities Offered Through North Ridge Securities Corp., Members FINRA/SIPC 631-420-4242

Jeffrey C. Lewis, CFP, ChFC, CLU

Jeffrey C. Lewis, CFP, ChFC, CLU

CLU®, RICP, ChFC®, CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


About Jeffrey C. Lewis

Jeffrey C. Lewis is Founder, Director & President of Planning Financial Futures, Inc.

Jeff?s career in the financial services industry spans over 25 years of service excellence, helping individuals reach their financial goals by employing a systematic, yet personalized financial planning process. His practice areas include Risk Assessment & Mitigation, Portfolio Assessment, Design and Management, and Retirement and Estate Conservation Planning.

Jeff?s character and interest in helping others was forged early in his life, when as a young boy growing up in a middle class environment, he was diagnosed with a deadly form of childhood leukemia. His time in hospitals and with doctors initially led him to consider a career in medicine, however, as a pre-med student in college, his career path was forever altered after taking an elective course in economics and finance. ?The rest is history? as they say?.

In his spare time, Jeff enjoys helping others as a Certified Fitness Trainer and nutrition enthusiast. His passion for health and fitness allows him another avenue to express his values of discipline, commitment, and resilience. It is this same holistic approach and strength of purpose that he applies to his financial services practice and clients every day. Jeff prides himself on being a good listener, his ability to give plain-spoken advice, and his adherence to time-honored strategies.

He is married to Madeline Abbene-Lewis and together they enjoy raising his twin daughters.

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My Services


Financial Advice & Consulting

Now more than ever, you need independent financial advice. Many people have recently been laid off, right-sized, downsized, or just plain invited to leave their jobs. For those still working, many are worried about the next wave of problems that are sure to come in the future. Financial surveys report that investors are looking more than ever at their financial statements to review holdings, expenses, and allocations, and to guard against the dreaded Ponzi Scheme. When stock prices fall, investors naturally begin to worry. You might be questioning the wisdom of the investment plan you?ve been following and even the value of independent investment advice. At Planning Financial Futures, Inc., we have been offering independent financial advice since ?95. We?ve seen difficult markets come and go. We empathize with people who find the current environment troublesome, and we?d like to help. Here?s what we offer: A cup of coffee and a free second o opinion. Give us a call and we?ll set up an appointment to review your current financial situation. If we think your investments are well-suited to your long-term goals ? in spite of current market volatility ? we?ll tell you so. If, on the other hand, we think we can better align your investments with your needs, we?ll explain why, in plain English. And, if you?d like, we?ll recommend some alternative strategies. Either way, the coffee?s on us. We?d love to meet you


Financial Planning for Individuals

Family Financial Planning Begins with ?I Do? How to build wealth and enjoy financial security ? together Family Financial Planning starts with two small words that mean so much ? ?I do.? These words begin a life-long agreement, a mutual decision, to face the world together no matter the obstacles. But how will you and your spouse stay in agreement? How will you avoid the trap of the #1 argument topic between spouses? We?re talking, of course, about money issues. Disagreements about money are the greatest source of conflict in marriages, and divorce rates in this country are nearing 60% for first-time marriages. But you don?t have to suffer these pitfalls. Family Financial Planning helps you avoid conflict What if Family Financial Planning were considered a romantic practice to help assure marital success? Practically speaking, a weekend or so of sober discussion about your mutual goals and values could go a long way toward keeping your marriage on track for the duration. Clarifying your goals will not only contribute to a harmonious relationship, but it will also contribute to your prosperity. Historically, a key element for wealth accumulation has been maintaining one?s marriage since no money is wasted during divorce and establishing separate households. So, assuming your goals line up, the next step is Family Financial Planning. At Planning Financial Futures, we use a model called PS&G, or Protection, Savings and Growth.


Portfolio Management

Benefit from Decades of Meticulous Academic Research Conducted by the Nation's Foremost Financial Scholars Harry Markowitz, William Sharpe, Eugene Fama, Kenneth French, Gary Brinson, Roger Ibbottson, Richard Thaler -- these and other leading academics have, over the past 60 years, discovered and established the most effective way to manage money. Today, the nation's largest institutional investors use this research to: Develop highly diversified portfolios Hold those investments for very long periods Strategically rebalance as needed This approach is very effective, but of course cannot ensure investment success or prevent loss in a declining market. It also traditionally requires an investment of massive amounts of money. That?s not a problem for pension funds, endowments and corporations that control billions of dollars, but it?s a real challenge for the rest of us. No more! Thanks to our Managed Asset Programs, you can now invest in the same investments used by many of the nation's largest institutional investors -- and you don't need millions to do it! Solid Academic Research is the Key We studied the accumulated research of the world's leading academics in the fields of investments, economics, and behavioral finance. This research clearly shows that you achieve investment success by building a highly diversified portfolio across many asset classes, holding it for long periods and engaging in strategic rebalancing


My Team


Sam Moss
Sam Moss

MBA

After spending 20 years working for the large ?wire house? firms on Wall Street, I decided that it was time to leave the corporate atmosphere and become an independent advisor and started my own business. In my years of experience, I have learned that although we all have similarities, we are all individuals with our own individual priorities. All too often a 401K is set up for all of the right reasons but not managed correctly as the years go on. The choice of funds needs to be monitored. Participants need to be continuously guided, and educated. Employers need to be kept apprised of all aspects regarding plan performance and changes in the law. The percentage of management fees that are paid needs to be adjusted as the plan grows as it ...more


?Education: ?BBA, Accounting, Adelphi University ?MBA, Finance, Adelphi University ?Certifications & Designations: ?CPA (Certified Public Accountant) ?Registration & Licensing ?Certified Public Accountant {New York} ?Securities Licenses: Series 6 & 63 ?Associations ?New York Society of CPAs ?Experience ?Internal Revenue Service ?Big Four Accounting Firm ?CFO for Public and Private Corporations ?Specialized Services: ?Settlement of IRS Claims ?Acquisition and Business Development Loans ?Purchase and Sale of Businesses and Real Estate ?Audits (IRS and State of New York)


Communities Served

Albertson Amityville
Atlantic Beach Babylon
Baldwin Bay Shore
Bayport Bayside
Bayville Bellerose
Bellmore Bellport
Bethpage Blue Point
Bohemia Brentwood
Brightwaters Cambria Heights
Carle Place Cedarhurst
Centereach Centerport
Central Islip Cold Spring Harbor
College Point Commack
Copiague Coram
Corona Deer Park
East Elmhurst East Islip
East Meadow East Northport
East Norwich East Rockaway
East Setauket Eastchester
Elmhurst Elmont
Far Rockaway Farmingdale
Farmingville Floral Park
Flushing Forest Hills
Franklin Square Freeport
Fresh Meadows Garden City
Glen Cove Glen Head
Glen Oaks Glenwood Landing
Great Neck Greenlawn
Greenvale Hauppauge
Hempstead Hewlett
Hicksville Holbrook
Holtsville Huntington
Island Park Islip
Islip Terrace Jackson Heights
Jamaica Jericho
Kew Gardens Kings Park
Lake Grove Larchmont
Lawrence Levittown
Lindenhurst Little Neck
Locust Valley Long Beach
Lynbrook Malverne
Mamaroneck Manhasset
Massapequa Massapequa Park
Medford Merrick
Middle Island Middle Village
Mill Neck Miller Place
Mineola Mount Sinai
Nesconset New Hyde Park
New Rochelle North Babylon
Northport Oakdale
Oakland Gardens Ocean Beach
Oceanside Old Westbury
Oyster Bay Ozone Park
Patchogue Pelham
Point Lookout Port Chester
Port Jefferson Port Jefferson Station
Port Washington Queens Village
Rego Park Richmond Hill
Riverside Rockville Centre
Ronkonkoma Roosevelt
Rosedale Roslyn
Roslyn Heights Rye
Saint Albans Saint James
Sayville Scarsdale
Sea Cliff Seaford
Selden Smithtown
South Ozone Park South Richmond Hill
Springfield Gardens Stony Brook
Syosset Uniondale
Valley Stream Wantagh
West Babylon West Hempstead
West Islip West Sayville
Westbury Westport
White Plains Whitestone
Williston Park Woodbury
Woodhaven Woodmere

Office Hours

wiseradvisor-balck-li-img Mon. 9:30 AM - 5:30 PM
wiseradvisor-balck-li-img Tue. 9:30 AM - 5:30 PM
wiseradvisor-balck-li-img Wed. 9:30 AM - 5:30 PM
wiseradvisor-balck-li-img Thu. 9:30 AM - 5:30 PM
wiseradvisor-balck-li-img Fri. 9:30 AM - 5:30 PM

Compensation Arrangements

Check Bank Transfer

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