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planningfinancialfutures.com

Meet Our Team

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Services & Clients. Expense & Compensation. Retirement Readiness Interactive Webinar. Jeffrey C. Lewis, CFP, CLU, ChFC Founder of Planning Financial Futures. About Jeffrey C. Lewis. You are seeking a competent advisor you can trust to help you achieve your most important financial goals. For example:. 8211; Worry-free, financial security. 8211; College educations for your children. 8211; A secure, comfortable retirement. 8211; Financial security late in life. Years of Financial Service Experience: 25.

planningfinancialfutures.com

Our Services

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Services & Clients. Expense & Compensation. Retirement Readiness Interactive Webinar. We provide three primary types of financial advice and services to our clients. You can select one service or multiple services to obtain a more integrated solution. Our advice and services include:. Risk Management and Income. Viatical and Senior Settlements. Provided by affiliated professionals. Why is this important? Integrated solutions can save you time and money while producing superior results. Crump - Ben Basile.

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Our Practices

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Services & Clients. Expense & Compensation. Retirement Readiness Interactive Webinar. Advisors are not required to volunteer information there are no mandatory disclosure requirements. It is perfectly legal to withhold information and make you responsible for asking the right questions about their credentials, ethics, business practices, and services. We have a different business practice. We volunteer information to make it safer and easier to select our firm as your financial advisor. We:. LinkedIn - L...

parkavenuefinancialadvisors.com

Resources | Park Avenue Financial Advisors

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Park Avenue Financial Advisors, LLC. 112 Madison Avenue, 5th Floor. New York, NY 10016. Financial advice for the road of life.". What Should I Bring to a Consultation? 7 Tips for Successful Investors. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Managing your money involves more than simply making and following a budget.

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9 Investment Pitfalls

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Park Avenue Financial Advisors, LLC. 112 Madison Avenue, 5th Floor. New York, NY 10016. Financial advice for the road of life.". What Should I Bring to a Consultation? 7 Tips for Successful Investors. Few words better characterize today's financial markets than. In order to help our clients chart a course in uncertain waters, we've compiled a list of critical mistakes to avoid in the future. Mistake #1: Expecting a Smooth Ride. Mistake #2: Trying to Time the Market. You bet it can. Trying to time the mar...

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Glossary | Park Avenue Financial Advisors

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Park Avenue Financial Advisors, LLC. 112 Madison Avenue, 5th Floor. New York, NY 10016. Financial advice for the road of life.". What Should I Bring to a Consultation? 7 Tips for Successful Investors. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages ...

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Seven Tips for Successful Investors

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Park Avenue Financial Advisors, LLC. 112 Madison Avenue, 5th Floor. New York, NY 10016. Financial advice for the road of life.". What Should I Bring to a Consultation? 7 Tips for Successful Investors. Seven Tips for Successful Investors. Here are some common sense tips that will improve your investment success, no matter what your level of financial sophistication. 1 Come early to the party and stay late! 2 Spread your investments around. Diversify! 6 Buy-and-hold, don’t cut-and-run. Don’...Market data p...

parkavenuefinancialadvisors.com

Our Team

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Park Avenue Financial Advisors, LLC. 112 Madison Avenue, 5th Floor. New York, NY 10016. Financial advice for the road of life.". What Should I Bring to a Consultation? 7 Tips for Successful Investors. Randy M. Breidbart, J.D. Lawyer and Financial Consultant. Randy further honed his skills as Director of Financial Planning and a founding member of Fifth Avenue Financial Group in New York City. It was there that Randy instilled his passion for educating both financial advisors and investors with his ha...

parkavenuefinancialadvisors.com

Insurance | Park Avenue Financial Advisors

http://www.parkavenuefinancialadvisors.com/resource-center/insurance

Park Avenue Financial Advisors, LLC. 112 Madison Avenue, 5th Floor. New York, NY 10016. Financial advice for the road of life.". What Should I Bring to a Consultation? 7 Tips for Successful Investors. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. Protecting Those Who Matter Most.