"Financial Planning Organizes Your Life and Builds Your Future"
Financial Planning Testimonial Newlywed Testimonial
Our Financial Planning Process is very simple. 1. We meet 2. You talk 3. We listen Then we keep what is working and adjust the rest. You take away a plan that is practical, understandable and flexible to meet your changing needs. In short, it's achievable. We design and implement comprehensive, coordinated, personal financial systems that give your household financial controls that deliver daily comfort in a chaotic world. Our financial planning mission is to give you fiscal stability using tried and true techniques that combine your available resources and our knowledge of banking, college funding, insurance, finance, taxation and investment vehicles. We provide plain spoken, straightforward advice to existing and new financial and insurance planning clients in all 50 states. The majority of our planning clients come from Long Island and the greater New York Metro area but our insurance practice covers all 50 states. Primarily our practice focuses on the needs of individuals, families and small business owners. Our combined industry experience exceeds 55 years. Our administrative office is in the historic village of Huntington which is on Long Island's North Shore in Suffolk County. We are regular people from middle class backgrounds. We are Boomers and Gen Xers but feel like the Sandwich Generation. We have parents, children, pets, financial obligations and big dreams just like you. We cope with aging parents, struggle to understand our kids and the world we live in on a daily basis. We strive to be good neighbors and good shepherds. We seek spiritual understanding, eat lots of Girl Scout cookies and buy Lottery tickets because, "Hey, you never know!" And like you, we understand and strongly identify with the primitive need to provide protection, safety and growth for our family and those we love. We love the work we do and share our passion and dedication with each client until they too feel like family. Rest assured that our recommendations are always made with your goals and needs in mind.
We direct you to do the following: Create safety and security for you and your family Position assets to maximize financial aid to pay for your children's college education regardless of your wealth level Accumulate capital to create financial independence to pay for your lifestyle when you leave your working career Earn steady and reliable growth on your accumulated capital to maintain that independence and provide for your next generation’s hopes and dreams _________________________________________________________________
We want to be considered your family's trusted financial advisors and the go-to-guys when you consider any type of financial planning decision. We plan a course together and make adjustments as needed so that your goals, hopes and dreams become reality. We hope our words give you a feel for who we are, what we believe and live to do everyday. Take the first step and contact us now while you are thinking about your concerns so we can begin Planning Financial Futures together. Sincerely yours, Jeffrey Lewis, CFP, ChFC, LUTCF, RHU Jeffrey C. Lewis | Create Your Badge George Fox, LUTCF
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