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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. 


Helpful Content

Planning for the Expected

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 Health is Good Business

Good employee health can be great for the company’s bottom line.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

 

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Surprises

Making the most of surprises is a great reason to work with us.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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