John Y Trent & Associates LLC

FINANCIAL PLANNING SERVICES BY JEFFREY C. LEWIS OF PLANNING FINANCIAL FUTURES

• IRA Consolidations
• Rollovers
• Pension Max concepts
• Annuity Replacements
• Life, Disability (Personal, Overhead, Buyout, Key Person, Stock Purchase)

Jeffrey C. Lewis, CDFA®, RICP®, CFP®, CLU®, ChFC®
Founder of Planning Financial Futures

About Jeffrey C. Lewis

If you are seeking a competent Long Island certified financial planner that you can trust to help you achieve your most important financial goals. We offer strategies for financial planning for the future, retirement planning, wealth management, life, and long-term care insurance, estate planning and provide solutions for:

• Worry-free, financial security
• College educations for your children
• A secure, comfortable retirement
• Financial security late in life

Unfortunately, every advisor in Long Island claims to be a trustworthy financial expert who can help you achieve these goals.

The question you should be asking: “Are the claims true or are they deceptive sales practices?”

We answer this question the only way we can. We fully disclose information that describes our founder’s experience, education, certifications, designations, registrations, and licensing.

• Founder and President
• Years of Financial Service Experience: 28 +
• Education: BA, Economics, Binghamton University
• Certifications & Designations:
  • CDFA® (Certified Divorce Financial Analyst)
  • RICP® (Retirement Income Certified Professional)
  • CFP® (Certified Financial Planner™)
  • ChFC® (Chartered Financial Consultant)
  • CLU® (Chartered Life Underwriter)
  • LUTCF® (Life Underwriter Training Council Fellow)
  • RHU® (Registered Health Underwriter)
  • Check the Quality of My Credentials
• Registration & Licensing
  • Investment Advisor {New York}
  • Securities Licenses: Series 6, 7, 63, 66 & 24
• Associations
  • CFP Board of Standards

Personal

• Married, two children
• Resident of Long Island since 1967
• John Y Trent & Associates LLC works very closely with Jeffrey Lewis

Jeffrey C. Lewis, CDFA, RICP, CFP, ChFC, CLU, LUTCF, RHU

Director, Financial Planning & Investment Advisory Services

jlewis@PlanningFinancialFutures.com

Planning Financial Futures.com

631-546-5403 Direct Office

888-311-9879 Fax

Planning Financial Futures, Inc.

North Shore Capital Management

1895 Walt Whitman Road, Suite 6

Melville NY 11747-3031