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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
U.S. Personal Savings Rate
What can be learned from the savings rate?
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
For many, retirement includes contributing their time and talents to an organization in need.
Military families face unique challenges, making personal finance even more critical.
Taking regular, periodic withdrawals during retirement can be quite problematic.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Here are five facts about Social Security that might surprise you.
It's easy to let your investments accumulate like the junk in a junk drawer. This may not be the best approach.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Understanding the cycle of investing may help you avoid easy pitfalls.