How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our team approach offers a range of services to provide more benefits to our clients.Learn More
Understanding Today's Financial Environment
Welcome, we are Family Retirement Services LLC – a full service, independent financial planning firm based in Lake Worth, FL with satellite offices in Palm Beach Gardens, Stuart and West Palm Beach. The world has changed – and effective retirement planning requires a new paradigm. For us, being independent means we have the freedom to serve our clients’ individual needs better – and more efficiently. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our performance goal is ‘maximum returns for minimum risk’. Our best clients are those who seek to keep up with inflation in the long-term while minimizing their downside in volatile markets.Contact Us
Building Your Legacy
A four-step framework for building a personal legacy.
How Income Taxes Work
A quick look at how federal income taxes work.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
There are common mistakes you can avoid when saving for retirement.
Earnings season can move markets. What is it and why is it important?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, cracking the code on bonds.
There are hundreds of ETFs available. Should you invest in them?
Here’s a quick guide to checking to see if you have unclaimed money.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Women must be ready to spend, on average, more years in retirement than men.