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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Rightsizing for Retirement
What does your home really cost?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
A letter of instructions provides additional and more personal information regarding your estate.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
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.
The decision whether to buy or rent a home may have long-term implications.