Planning Services

"Planned Futures is a full-service financial firm comprised of highly knowledgeable specialists working closely together with the sole mission of providing the highest level of expertise, service, and professionalism in helping individuals and businesses to build & protect their wealth."

 

Insurance

Life, Disability Income and Long-Term Care insurance protect the most valuable asset you will ever have - your income.  At Planned Futures, our insurance professionals specialize in retirement & estate planning in order to protect the things you've worked hard for.

 

Investments

Our wealth management team works closely to educate our clients so that they can make intelligent decisions. In addition, through our asset management programs, we offer the active management of client's portfolios through the use of resources that constantly monitor and adjust the investments as conditions change.

 

Employee Benefits

At Planned Futures, we specialize in providing employee benefit solutions for small businesses.  We work with the employer to determine what benefits ought to be made available, and we offer one-on-one enrollments with employees to ensure they understand the various products being offered.

 

Special Care

Our mission is to help families that care for individuals with special needs create strategies so that they may concentrate on living.  We provide education, resources, and financial solutions through a process that encourages ongoing communication between families, caregivers, and trusted advisors with a focus on improved quality of life for the individual with disabilities both now and in the future.

 

College Planning

A growing need that provides a holistic approach to the process of planning for a quality education while being in-tune to the often extreme expenses involved in college costs.   We provide direction through a suite of tools and personalized coaching to the student and their parents in the proper process of college selection while helping to minimize the financial burden placed on the resources of the family.