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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Tax preparation may be the perfect time to give the household budget a check-up.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
It sounds simple, but paying yourself first can really pay off.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
A change in your mindset during retirement may drive changes to your portfolio.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
When do you need a will? The answer is easy: Right Now.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How will you weather the ups and downs of the business cycle?
All about how missing the best market days (or the worst!) might affect your portfolio.
Even low inflation rates can pose a threat to investment returns.
There are hundreds of ETFs available. Should you invest in them?