Jeff Lewis is the Founder & President of Planning Financial Futures, Inc. and serves as the Director of Financial Planning & Wealth Management for Planning Financial Futures & 4M Capital and Retirement Services, a 401(k) & retirement plans consultant. Jeff’s career in the financial services industry spans over 25 years of service excellence, helping individuals reach their financial goals by employing a systematic, yet personalized financial planning process. His practice areas include Personal Risk Assessment & Mitigation, Portfolio Assessment, Design and Management, and Retirement Income and Estate Conservation Planning. Jeff has a BA in Economics from Binghamton University, and carries Series 6, 63, 7, 66 and 24 Securities Licenses. He holds multiple state licenses as a Life Insurance Advisor. He is a Certified Financial Planner (CFP), a Chartered Financial Consultant (ChFC), a Chartered Life Underwriter (CLU), a Life Underwriter Training Council Fellow (LUTCF) and a Registered Health Underwriter (RHU). In his spare time he enjoys helping his family, friends & clients achieve better fitness as a Certified Health & Fitness Instructor.