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 Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Probate can be a completely public process, or it can be managed to include as little information as possible.
There are ways to improve your physical fitness without denting your fiscal fitness.
Bonds may outperform stocks one year only to have stocks rebound the next.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential capital gains taxes due on your transactions.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
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.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When do you need a will? The answer is easy: right now.
Learning more about gold, and its history, may help you answer that question.
Understanding the cycle of investing may help you avoid easy pitfalls.