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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

Global and International Funds

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

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

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

 

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

How Compound Interest Works

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

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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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

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

5 Smart Investing Strategies

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

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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