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Welcome to Future Planning Systems

At Future Planning Systems our mission is to manage your wealth so you don’t have to. We understand you’re busy and may need a team you can trust to create a strategy that works. Our team understands the financial industry and the importance of trust in our client relationships. The more we know our clients and their individual needs, the better we can serve you.

Our team is prepared to help with asset portfolio allocation, financial management, investment strategy, retirement planning and estate planning.

At Future Planning Systems we know what we’re doing. We’ve been managing peoples’ wealth and helping them plan their financial futures for 25 years.

We’re involved in our community because that’s what keeps us connected and better able to serve you.

So, what do you say? Isn’t it time you find a team that cares about you and your future? Give us a call or click the contact button on our website. We’re ready to help you move forward. 


Helpful Content

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

 

9 Facts About Social Security

There are things about Social Security that might surprise you.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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