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.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
It may help your business be better prepared in the event of the death of a principal or key employee.
For some, the social impact of investing is just as important as the return, perhaps more important.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
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 a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Around the country, attitudes about retirement are shifting.
What if instead of buying that vacation home, you invested the money?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
The decision whether to buy or rent a home may have long-term implications.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”