2017-11-30T16:43:38+00:00
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FINANCIAL PLANNING

FINANCIAL PLANNING

  • College Plans
  • Estate Plans
  • Financial Plans
  • Retirement Plans
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INVESTMENT SERVICES

INVESTMENT SERVICES

  • Asset Allocation
  • Investment Strategy
  • Manager Selection
  • Performance Analysis
  • Portfolio Re-Balancing
  • Risk Management
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RISK MANAGEMENT & INCOME

RISK MANAGEMENT & INCOME

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

TAX & LEGAL

  • Estate Planning
  • Probate
  • Tax Preparation
  • Tax Strategy
  • Wills & Trusts
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Choosing the right Long Island Financial Advisor for guidance on crucial financial matters is a very important decision. At Planning Financial Futures, we provide the expert advice and services our clients need to achieve financial security during their working and retirement years.

Our Financial Advisors have been providing customized investment, wealth and risk management services to Long Island families for almost 30 years. When you choose a Financial Advisor, you should base your decision on their competence and ethics, not their sales skills or personality. Give us a call today at  631-546-5403 or click here to fill out this form and find out how we can help manage your future.

Located in Melville, New York, we have been serving Long Island Families Since 1990 with Custom Planning Solutions, Investment & Wealth Management, Income Strategies, Risk Management and Tax & Legal Services.