Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Jeffrey C. Lewis, CFP®, CDFA®, RICP®, ChFC®, CLU®
Founder and President
888-311-9879
Founder of Planning Financial Futures
Founder and President
Years of Financial Service Experience: 30 +
Education: BA, Economics, Binghamton University
Certifications & Designations:
- CFP® (Certified Financial Planner™)
- CDFA® (Certified Divorce Financial Analyst)
- RICP® (Retirement Income Certified Professional)
- ChFC® (Chartered Financial Consultant)
- CLU® (Chartered Life Underwriter)
- LUTCF® (Life Underwriter Training Council Fellow)
- RHU® (Registered Health Underwriter)
Registration & Licensing
Investment Advisor (SEC)
Securities Registrations: Series 6, 7, 63, 66 & 24
Associations
CFP Board of Standards
Personal
Married, two children
Resident of Long Island since 1967
John Trent, CPA
Financial Advisor
Education
- BBA, Accounting, Adelphi University
- MBA, Finance, Adelphi University
Certifications & Designations
- CPA® (Certified Public Accountant)
Registration & Licensing
- Certified Public Accountant {New York}
- Securities Registrations: Series 6 & 63
- New York Society of CPAs
Experience
- Internal Revenue Service
- Big Four Accounting Firm
- CFO for Public and Private Corporations
Specialized Services
- Settlement of IRS Claims
- Acquisition and Business Development Loans
- Purchase and Sale of Businesses and Real Estate
- Audits (IRS and State of New York)
Laura J. Burns, Esq.
Lawyer
LauraJBurns@TheBurnsLawGroup.com
Laura J. Burns, Esq., is a partner with The Burns Law Group, P.C. Laura’s areas of practice include Estate Planning, Elder Law, Medicaid and Asset Protection planning, Medicaid Applications for home care and nursing home care, Guardianships, and estate administration.
The Burns Law Group assists their clients in addressing their legal needs to help ensure that their families are protected, whether the need be creating or updating an estate plan, planning and navigating long-term care issues, or assisting families with the handling of an estate following the death of a loved one. The Burns Law Group was founded on the basis of forming personalized, long term relationships with their clients while providing exceptional legal services. As an advocate for seniors and their families, Laura regularly practices before the Supreme Courts and Surrogate Courts for the State of New York.
Education
Laura earned her Juris Doctor degree from Hofstra School of Law after attending the law school on scholarship. While at Hofstra, Laura was an Editor with The Journal of International Business and Law, and upon completion of her degree, earned a further Certification of Excellence in the field of Health Law Studies. Prior to attending Hofstra, Laura earned her Bachelor of Arts degree from Binghamton University.
Bar Admissions and Memberships
Laura is admitted to practice law before the Courts of the State of New York, as well as the United States District Court for the Southern, Eastern and Northern Districts of New York, and the United States Federal Court of Appeals for the Second Circuit.
Laura is a member of the New York State and Queens County Bar Associations.
Laura J. Burns is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by her is no way related to Cetera Advisor Networks LLC or its registered representatives.
Linda Katz, CFP®, CDFA®
Financial Advisor
Linda’s practice is dedicated to comprehensive Financial Planning Solutions throughout her client’s many life stages.
“Over the last twenty years working as a financial practitioner, it is very rewarding to see my clients pursue their financial goals that we have planned, and they have worked hard for.”
As the baby boomers mature, but never get old, Linda now focuses on Medicare Supplemental Insurance solutions and is considered by many to be a professional in the field. The choices one makes regarding health care solutions upon entering the world of Medicare can be confusing. “I try to simplify it for people, so they can make the best decision possible.”
“I work with my clients to implement holistic financial well-being so that they feel comfortable with their money decisions that they make throughout their lifetime.”
Linda earned her Bachelor of Science degree from Stony Brook University in Economics and Psychology.
Certifications and licenses
- CFP®, Certified Financial Planner
- CDFA®, Certified Divorce Analyst
- Securities Registrations: Series 6, 7, 63
- Life and Health Insurance license
Robert W. McLear
Insurance Broker
Robert W. McLear Agency Inc.
Education
- BBA from St. John University’s School of Risk Management
Certifications and Licenses
- New York State Property & Casualty Independent Broker ( Auto, Boat, Business, Flood, Home, Liability(Umbrella), Motorcycle, Bonds)
Bob is our risk management specialist for nearly 30 years.
Robert W. McLear is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by him is no way related to Cetera Advisor Networks LLC or its registered representatives.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.