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.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
As our nation ages, many Americans are turning their attention to caring for aging parents.
It's important to understand how inflation is reported and how it can affect investments.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Earnings season can move markets. What is it and why is it important?
Knowing the rules may help you decide when to start benefits.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A bucket plan can help you be better prepared for a comfortable retirement.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.