Financial Planning Systems - Plainfield Financial Planning

OUR SERVICES

At Financial Planning Systems, Inc. we believe that once clients understand their financial position and have decided on the right strategy for wealth management, they need access to the right products and be educated on how to use them. We help our clients choose those products, including…

Mutual Funds
Stocks and Bonds
401k, TSA, 403b
Self-directed IRA’s
Roth IRA
Simplified Employee Pension Plans
Simple and Traditional IRA’s
Rollovers (401k, TSA, 403b)
Annuities (fixed and variable)

Life Insurance
Disability Income
Health Insurance
Comprehensive Major Medical
Critical Care Insurance
Medicare Supplements
Medicare Rx Prescription Drug Plan
Long term Care Insurance
 Guaranteed Lifetime Income

With our Legal and Accounting Affiliates, we also offer:

    Retirement Planning
    College Fund Planning
    Tax Planning
    Estate Planning    , including:
    • Discounted Will Services
    • Power of Attorney for Health Care
    • Durable Power of Attorney
    • Living Trusts

For useful information on the above and other topics, please contact us.