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Future Matters, Inc

5620 Gladstone St
Colorado Springs, CO 80906-8254

Phone:

719-638-4565

E-mail:

Welcome to our Web site! 

INDIVIDUALS - Our focus is in helping you achieve your financial goals and providing the information you need to be successful. Our Advisory services are designed to take the burden of determining how you should be invested; we become a Fiduciary on your behalf and actively manage your portfolio.

COMPANIES - We do not believe all businesses are the same but we do believe that every business should have some kind of retirement plan. We can help design, implement, and facilitate the right plan for you and your employees along with aiding you in fulfilling your fiduciary responsibilities mandated by; the Employee Retirement Income Security Act (ERISA), the Department of Labor's Employee Benefits Administration (EBSA), and the IRS.

Mega Backdoor Roth: A Tax-Friendly Retirement Strategy for Serious Savers

Shows how high-income earners can create tax-free retirement income via workplace plans.

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Why Renters Should Have Their Own Insurance

Explains that landlord policies don't cover tenants' personal property.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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