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!
|Firm Start Year:||1995|
|Name of Broker/Dealer:||Cetera Advisor Networks|
|Name of Custodial Firm:||Pershing, LLC Div of Bank of NY/Mellon|
|States Licensed in:||NY, FL|
|Number of Years with Current Firm:||25|
|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|
|Investment Types:||Managed Money, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via email, At my office, Video Conference, At your office, At your home, Via phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life|
|Financial Organization Memberships:||Certified Financial Planner|
|Firm's Number of Clients:||400+|
|Firm's Number of Planning Clients:||300+|
|Firm's Number of Managed Clients:||300+|
|Assets Managed by Firm:||$1,000,000,000+|
|Advisor's Number of Clients:||300+|
|Advisor's Number of Managed Clients:||250+|
|Advisor's Number of Planning Clients:||250+|
|Assets Managed by Advisor:||$70,000,000|
|Registered Investment Advisor:||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 and Fees
|Compensation Methods:||Based on Assets, Commissions, Flat Fee, Hourly|
|Fee % Based on Assets:||1-2%|
|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 Flat Fee Accounts:||$1500|
|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
Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
About Jeffrey C. Lewis
Jeffrey C. Lewis is Founder, Director & President of Planning Financial Futures, Inc.
Jeffs career in the financial services industry spans over 30 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.
Jeffs 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.
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 youve been following and even the value of independent investment advice. At Planning Financial Futures, Inc., we have been offering independent financial advice since 95. Weve seen difficult markets come and go. We empathize with people who find the current environment troublesome, and wed like to help. Heres what we offer: A cup of coffee and a free second o opinion. Give us a call and well 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 well tell you so. If, on the other hand, we think we can better align your investments with your needs, well explain why, in plain English. And, if youd like, well recommend some alternative strategies. Either way, the coffees on us. Wed 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? Were 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 dont 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 ones 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.
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. Thats not a problem for pension funds, endowments and corporations that control billions of dollars, but its 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
|Mon.||9:30 AM - 5:30 PM|
|Tue.||9:30 AM - 5:30 PM|
|Wed.||9:30 AM - 5:30 PM|
|Thu.||9:30 AM - 5:30 PM|
|Fri.||9:30 AM - 5:30 PM|
|Central Islip||Cold Spring Harbor|
|East Elmhurst||East Islip|
|East Meadow||East Northport|
|East Norwich||East Rockaway|
|Fresh Meadows||Garden City|
|Glen Cove||Glen Head|
|Glen Oaks||Glenwood Landing|
|Islip Terrace||Jackson Heights|
|Kew Gardens||Kings Park|
|Locust Valley||Long Beach|
|Middle Island||Middle Village|
|Mill Neck||Miller Place|
|Nesconset||New Hyde Park|
|New Rochelle||North Babylon|
|Oakland Gardens||Ocean Beach|
|Oyster Bay||Ozone Park|
|Point Lookout||Port Chester|
|Port Jefferson||Port Jefferson Station|
|Port Washington||Queens Village|
|Rego Park||Richmond Hill|
|Saint Albans||Saint James|
|South Ozone Park||South Richmond Hill|
|Springfield Gardens||Stony Brook|
|West Babylon||West Hempstead|
|West Islip||West Sayville|