Agent for: Retirement Planning, Annuities, Income Maximization, Wealth Management, Real Estate Investment Trusts ,REITs Planning, Investment Advice, Income Planning, Family Income Planning, income replacement planning, disability advisor, disability insurance advising, investment planning, private health planning. financial planning, wealth management, annuity plans, REITs Planning, risk assessment
Immediate Insurance Coverage
Independent Insurance Agent
Life Insurance

Planning Financial Futures is a Financial Planning firm, serving the clients of Long Island and the New York Metro area. It focuses on providing protection, safety and financial stability for our families. Thus we strive to become your family’s trusted financial advisor and be one to go to when you consider any type of financial planning decision. Financial Futures' services are: College Prep Plan, Long Island Parents, Tuition Discounts, Newlyweds, Family $ Planning, Home Loans/Refis, Investment Advice, Real Estate Investment Trusts, Fixed Term Life, Disability, MediGap Plans, Medicare Advantage Plans, Stress-Free Savings, Annuity 101, Roll Over Security. The founder and president of this company, Jeffrey Lewis (CFP, ChFC, LUTCF, RHU, CLU) has 25 years of experience in the financial industry. His practice areas include Risk Assessment & Mitigation, Portfolio Assessment, Design and Management, and Retirement and Estate Conservation Planning.