Eugene Oregon's Financial Advisors and Retirement Planners

Our mission is simple - We want to know each client and have a thorough understanding of their needs so we can tailor a unique comprehensive plan and investment strategy that brings focus to their financial goals.

Sound financial planning requires making the right moves at the right times. At Future Planning Systems our mission is to make sure each client begins with a plan that takes into consideration their own goals, objectives and risk tolerance before building a portfolio to appropriate diversification.
 
We believe you will find it rewarding when a more proactive approach to your personal financial situation is used. We're here to help you add to your knowledge about asset portfolio allocation, management, investing, retirement, estate planning and to make specific recommendations on how to best preserve your wealth.
 
Our site has many resources you'll find particularly helpful such as retirement calculators, investment calculators, research reports, and newsletter articles.
 
We enjoy the rapport we have built with our clients, and have fun working with them. If this sounds like the type of a relationship you would like, then please consider this a personal invitation to call our office.
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

More Calculators →

Newsletters

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

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