Planning Financial Futures, Inc

Financial planner in Melville, NY (show on map)

5.0

★★★★★

45 reviews

Planning Financial Futures offers comprehensive financial planning, investment, risk management, tax, and legal services to Long Island families since 1990.

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About

Planning Financial Futures, located in Melville, NY, offers a wide range of financial services including financial planning, investment management, risk management, and tax & legal services. With over 30 years of experience, the firm serves Long Island residents with customized solutions for college planning, estate planning, retirement planning, and more.

The team includes Certified Financial Planners™, lawyers, insurance brokers, and other professionals dedicated to helping clients achieve financial stability and pursue their goals.

Tailored financial advice for Long Island residents

Over 30 years of experience

Comprehensive integrated finance service solutions

Team approach with diverse backgrounds and expertise

Full transparency and disclosure of business practices

Services

Financial Planning Services

Tailored financial advice, retirement planning, estate management, wealth management, and services for individuals, families, and businesses on Long Island, NY.

College Plans Estate Plans Financial Plans Retirement Plans

Investment Services

Retirement and investment management services to help clients pursue financial goals.

Asset Allocation Investment Strategy Manager Selection Performance Analysis Portfolio Re-Balancing Risk Management

Risk Management & Income

Provides insurance and income solutions including disability, life, long-term care, and viatical settlements.

Disability Insurance Life Insurance Life Time Income Long Term Care Viatical & Senior Settlements

Tax & Legal Services

Estate planning, probate, tax preparation, tax strategy, wills, and trusts provided by affiliated professionals.

Estate Planning Probate Tax Preparation Tax Strategy Wills & Trusts

Credentials & Certifications

CFP® (Certified Financial Planner™)

Since 1990

RICP® (Registered Investment Advisor Representative)

Since 1995

ChFC® (Chartered Financial Consultant)

Since 2000

CLU® (Chartered Life Underwriter)

Since 2002

Reviews

Rating

★★★★★

Reviews

"Jeff is a very knowledgeable and experienced financial advisor."

Frequently Asked Questions

What is the difference between a financial planner and a financial advisor? +

A financial planner typically focuses on comprehensive financial planning, including retirement, estate, and tax strategies, while a financial advisor may offer a broader range of services, including investment management and insurance products.

How long will my money last in retirement? +

The longevity of retirement funds depends on factors such as retirement age, withdrawal rates, investment returns, and lifestyle expenses. Planning Financial Futures offers personalized retirement planning to estimate and optimize your retirement income.

What kind of insurance do I need? +

The type of insurance needed varies by individual circumstances. Planning Financial Futures provides risk management solutions including disability, life, long-term care, and viatical settlements to meet specific needs.

How does Social Security work after a divorce? +

Social Security benefits after divorce are based on the ex-spouse's work record if the marriage lasted at least 10 years and the individual is unmarried. Planning Financial Futures can provide detailed guidance on eligibility and claiming strategies.

Should I keep the house after a divorce? +

Whether to keep the house after a divorce depends on financial, emotional, and legal factors. Planning Financial Futures offers personalized advice to evaluate options such as buying out the ex-spouse, selling, or renting.

What are the benefits of a comprehensive financial plan? +

A comprehensive financial plan provides clarity on financial goals, risk management, investment strategies, and tax efficiency, helping clients achieve financial stability and peace of mind.