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.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The market is as unpredictable as the weather. We’d love to help you prepare.
Term insurance is the simplest form of life insurance. Here's how it works.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
One way to find money is to examine your current spending habits and eliminate money wasters.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
When to start? Should I continue to work? How can I maximize my benefit?
Good employee health can be great for the company’s bottom line.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Here’s a crash course on saving for college.
How do the markets usually react to elections? Was the 2016 election any different?
How will you weather the ups and downs of the business cycle?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Would you guess that Millennials are effectively saving for retirement? Well, they are.