Summary

Future Planning Associates

Strengths

  • Future Planning Associates has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Revenue growth is more steady than the industry average
  • Since Future Planning Associates was founded, the company has grown faster than the industry average

Annual Revenue

Future Planning Associates's annual revenue

$5338000

Based on Kona Equity data

  • Revenue per employee

    $410615

  • Variance of revenue growth

    0.17

  • Annual revenue growth since founding

    $118622

  • Revenue growth rate from first known quarter to current

    187.0%

Employee Count

13 employees

  • Employee growth rate from first known quarter to current

    -16.0%

Executives

Erin Helmken

President & Partner

e**@futureplanningassoc.com

Shelly Bistram

Office Manager

s**@futureplanningassoc.com

Dave Davis

Senior Vice President, Consultant

d**@futureplanningassoc.com

John Kamenick

President

j**@futureplanningassoc.com

Annabelle Jones

Co-Owner

a**@futureplanningassoc.com

Tony Garcia

Owner and Installer

t**@futureplanningassoc.com

Marina Collins

Retirement Plan Administrator

m**@futureplanningassoc.com

Jae Lehto

President

j**@futureplanningassoc.com

Shanne Lovely

Senior Pension Administrator

s**@futureplanningassoc.com

Shane Brien

Conductor

s**@futureplanningassoc.com

Daryl Straw

Senior Vice President

d**@futureplanningassoc.com

Christine Leahy

Cafeteria Plan & Health Reimbursement Arrangement Plan Administrator

c**@futureplanningassoc.com

Rebecca Phillips

Office Manager and Bookkeeper

r**@futureplanningassoc.com

Annmarie Jermy

Pension Administrator

a**@futureplanningassoc.com

Jaime Palmer

Administrator

j**@futureplanningassoc.com

G Score - 6

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G5 Variance of revenue growth is less than the industry average
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

600 Blair Park Rd, Ste 331 
Williston, VT  05495

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Key Information

  • SIC: 64; 641
  • NAICS: 52429; 524
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Future Planning Associates.

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Frequently Asked Questions

Where is Future Planning Associates located?

Future Planning Associates's headquarters are located at 600 Blair Park Rd, Ste 331  Williston, VT  05495.


What is Future Planning Associates's official website?

Future Planning Associates's official website is futureplanningassoc.com


What is Future Planning Associates's revenue?

Future Planning Associates's annual revenue is $5.3 M.


What is Future Planning Associates's SIC code?

Future Planning Associates's SIC: 64; 641


What is Future Planning Associates's NAICS code?

Future Planning Associates's NAICS: 52429; 524.


How many employees does Future Planning Associates's have?

Future Planning Associates has 13 employees


What industry does Future Planning Associates belong to?

Future Planning Associates is in the industry of Accounting.

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