Jeffrey C. Lewis, CFP, ChFC, CLU, CDFA^®, RICP, RHU^®, LUTCF^®, CLU^®, ChFC^®, CFP^®
Planning Financial Futures, Inc

Financial Services

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

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.

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

Long Island's "Safe Money Advisors." When you need a portfolio that will not lose principal with upside potential better than a local bank CD, call us to discuss your situation

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

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

Disability, Life and Longevity Planning are handled on a commision only basis.

All Legal Documents offered thru our team attorney, Laura Burns

All accounting and tax preparation handled by our CPA, John Y Trent