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.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Four vacation destinations you might never have thought of.
Five strategies for managing your student debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
When do you need a will? The answer is easy: Right Now.
Here’s a crash course on saving for college.
Do you know these three personal finance sayings?
How does your ideal retirement differ from reality, and what can we do to better align the two?
With alternative investments, it’s critical to sort through the complexity.
Here’s a quick guide to checking to see if you have unclaimed money.