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.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Life insurance proceeds are generally tax-free. But not in all cases.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
In the face of divorce, making changes to insurance coverage may be overlooked.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Couples may be able to head off many of the problems in a marriage that money can cause.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
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
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
You’ve made investments your whole life. Work with us to help make the most of them.
What is your plan for health care during retirement?
That big list of dreams and goals isn't the only way to look at your bucket list.
Making the most of surprises is a great reason to work with us.
What if instead of buying that vacation home, you invested the money?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.