Future Planning Systems, Inc. Email Format
Investment ManagementOregon, United States0-1 Employees
Future Planning Systems, Inc. operates in the investment management sector, offering services such as asset portfolio allocation, financial management, investment strategy, retirement planning, and estate planning. Based in Eugene, Oregon, United States, the firm emphasizes building trust with clients by understanding their individual needs and maintaining ongoing client relationships. With a focus on managing clients’ money to help them move forward, the company positions itself as a local advisory resource backed by decades of experience in financial planning. The organization collaborates with National Planning Corporation to provide securities and advisory services, while noting that Future Planning Systems and NPC are separate and unrelated entities. Recent activity includes a blockchain pilot announced in 2019, reflecting an interest in applying innovative approaches within the scope of its advisory services.