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
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Your credit score may influence how much you pay for auto and home insurance.
Here are 4 great, and sometimes unexpected, places to raise a family.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Understanding how capital gains are taxed may help you refine your investment strategies.
Don’t overlook the need for renter’s insurance if you rent your home.
When considering life insurance, it's important to understand your options.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
You’ve made investments your whole life. Work with us to help make the most of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
All about how missing the best market days (or the worst!) might affect your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
$1 million in a diversified portfolio could help finance part of your retirement.