Our Philosophy

Strategic Planning Partners' employees are highly-trained, experienced and dedicated to the success of our business.

 

We believe that the financial world is complicated, and that a Financial Plan is needed to help set the path to attain future goals.  Tim and Steve bring this philosophy to client coversations--helping and educating clients in areas from budgeting to education planning, and retiremement planning.  While many look at investments and investment planning as the most important areas of financial planning, we believe that investments are a means to your personal goals--these goals can be either shorter term or longer term goals.

 

In addition, we believe that protecting your hard-earned assets is important.  As part of our planning process, we will look at your areas of insurance as well as review your tax returns--all aligned with our philosophy of protection and keeping as much of your earnings as possible.

 

Tim and Steve have worked together since 2006 and share the philosophy of education and the importance of comprehensive financial planning. This is conveyed to our clients through ongoing conversations and our overall planning process.  We also believe that the best ideas come from teamwork--as a result, Tim and Steve will work with and get to know each client and their own needs and goals.

Our Team

Timothy J. Hummel, CFP®

CERTIFIED FINANCIAL PLANNER® 

 thummel@ksifa.com

(407) 617 - 0659

 

A native of Central Florida, Tim obtained his BS in Marketing from The University of Central Florida. He passed the CFP Board's National Comprehensive Exam in November of 2005 and currently holds his Series 7, 24, and 66 as well as his 2-15 insurance license for the State of Florida. Tim is also licensed for securities and insurance in various states across the country.

 

Prior to Strategic Planning Partners, Tim owned and operated a financial planning firm located in Maitland, FL for over 10 years with divisions concentrating in financial planning, group benefits, individual insurance, and investments.

 

Tim currently teaches a comprehensive CFP® live review course for Ken Zahn, Inc. around the country. He taught the CFP® educational courses at UCF from 2008 through 2016. In addition, he travels the country teaching continuing education courses and has presented to the following groups: Ameriprise Financial, Charles Schwab, and local Financial Planning Association chapters.

 

 

Steven A. Newman, CFP®

CERTIFIED FINANCIAL PLANNER® 

snewman@ksifa.com

(407) 963 - 7887

 

Steve was born and raised in Boston, Massachusetts area. He graduated from Brandeis University with a B.A. in Politics, after which he entered the financial services world. Steve has lived in the Orlando area for over 20 years after moving from Massachusetts. He passed the CFP Board's National Comprehensive Exam in March 2000 and currently his Series 7, 8, and 63 as well as his 2-15 insurance license for the State of Florida. 

 

He has been working in financial services for over 30 years with various firms. Steve has taught the CFP® education curriculum at the University of Central Florida and has also taught the Financial and Retirement Strategy Series at UCF.  

 

John J. Langford

Registered Representative

jlangford@ksifa.com

(850) 557-3848

 

John was born and raised in the Florida Panhandle, where small-town life and a close-knit family instilled in him lasting values of faith, discipline, and perseverance. After graduating from high school, he attended Chipola College before beginning a career in the construction industry. He advanced to the role of Superintendent, gaining extensive experience in leadership, organization, and problem-solving. In 2014, John transitioned into the insurance industry, dedicating himself to helping families and communities protect and plan for their futures. He earned his Fraternal Insurance Counselor (FIC) designation in 2019 and later earned his Series 6 and Series 7 licenses; this allowed him to serve customers in an investment representative capacity. In August of 2024, he joined Strategic Planning Partners LLC as an independent financial representative, enabling him to provide a broader range of tailored solutions to meet each client’s unique needs. Faith and family are central to John’s life. A dedicated church member for nearly two decades, he serves by operating the overhead display during services. He and his wife, a registered nurse for over 26 years, are proud parents of three accomplished adult children. Outside of work, John enjoys hunting, fishing, and woodworking, living out the same principles that guide his professional life: resilience, faith, and hard work. 

Timothy J Hummel, Steven A Newman, and John J Langford are registered with and offer securities through Kovack Securities, Inc Member  FINRA / SIPC 6451 N Federal Highway, Ste 1201 Ft LAuderdale, FL 33308 954-782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered Investment Advisory Firm. Strategic Planning Partners, LLC is not affiliated with Kovack Securities, Inc or Kovack Advisors, Inc. Registered Representatives may only conduct business with residents of the states and/or Jurisdicition for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee , approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc or Kovack Advisors, Inc.