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
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
U.S. Personal Savings Rate
What can be learned from the savings rate?
The federal government requires deceased individuals to file a final income tax return.
Gaining a better understanding of municipal bonds makes more sense than ever.
Don't let procrastination keep you from pursuing your financial dreams and goals.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Lifestyle considerations in creating your retirement portfolio.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Understanding the cycle of investing may help you avoid easy pitfalls.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Why are 401(k) plans, annuities, and IRAs so popular?
How do the markets usually react to elections? Was the 2016 election any different?