Independent Financial Advice for the Price of Starbucks Coffee

Independent Financial Advice still receives positive media commentary despite global economic challenges. Global challenges naturally effect our personal financial security right here on Long Island and the NY Metro Area.

Many have been layed off, right sized, downsized and just plain out invited to leave. For those still working, many are worried about the next wave of problems that are sure to come in the next 6-12 months. Company 401ks are now routinely referred to as 201k plans. Financial surveys report that investors are looking more than ever at their financial statements (Ponzi Scheme) to review holdings, expenses and allocations.

When stock prices are falling, investors naturally begin to worry. Extreme market volatility cause fear and panic to rise up in the steadiest investor. You may start to question 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 for 20 years. We've seen difficult markets come and go. We empathize with people who find the current environment troublesome and fiscally disturbing. We would like to help you, if we can, and to that end, here's what we offer:

A cup of coffee and a second opinion.

Give us a call and we'll set up an appointment to review your current financial situation. If we think your investments continue to be well-suited to your long-term goals - in spite of the current market volatility - we'll tell you so. If, on the other hand, we think we can help better align your investments with your needs, we'll explain why, in plain English. And, if you like, we'll recommend some alternative strategies.

Either way, the coffee is on us.

If you give us an opportunity to meet, we think you'll find it time well spent. We welcome the chance to show you the benefits of our independent financial advice.

Call us today at 631-546-5403 to set an appointment or fill in the form right below and tell us when you want to be contacted.

Thank you for your consideration.

Sincerely yours,

Jeffrey C. Lewis, CFP, ChFC, LUTCF, RHU

President of Planning Financial Futures, Inc.

1895 Walt Whitman Road Melville NY 11747 631-420-4242

Members of FINRA / SIPC