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Why Work with Planning Financial Futures

Are you seeking a competent Long Island Certified Financial Planner™ that you can trust to help you pursue your most important financial goals?

We offer financial planning strategies including retirement planning, wealth management, life and long term care insurance, estate planning. 

We provide solutions for:

  • College educations for your children

  • A stable, comfortable retirement

  • Financial confidence late in life

We encourage you to ask questions to determine if we are a good fit for you. We fully disclose information that describes our founder’s experience, education, certifications, designations, registrations, and licensing. 


At our firm, we have the client—and only the client—in mind.

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®, RICP®, ChFC®, CLU®

Founder and President



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™)...

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Sandra J. Grinspan, CFP®

Executive Vice President

(631) 420-4242

(631) 420-4243

Sandy is North Ridge’s Executive VP and is also the firm's product analyst and marketing specialist. She regularly provides our reps with a wide range of practice management tools and product strategy ideas learned through...

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Linda Katz, CFP

Financial Advisor


Linda’s practice is dedicated to comprehensive Financial Planning Solutions throughout her client’s many life stages. “Over the last forty + years working as a financial practitioner, it is gratifying to see my...

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John Trent, CPA

Financial Advisor


Education BBA, Accounting, Adelphi University MBA, Finance, Adelphi University Certifications & Designations CPA® (Certified Public Accountant) Check the Quality of My Credentials Registration & Licensing Certified Public...

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Laura J. Burns, Esq.



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,...

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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,...

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Do you have a question or need help planning your financial future?

Call 631-546-5403 or

Click here to schedule a complementary, no-obligation consultation
Client Centered

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.