Welcome to Future Planning Systems
At Future Planning Systems our mission is to manage your money 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’ money 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.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Good employee health can be great for the company’s bottom line.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Are you ready for retirement? Here are five words you should consider.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are things you can do to keep yourself safe when you lose your wallet.
The decision whether to buy or rent a home may have long-term implications.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.