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
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
A few strategies that may help you prepare for the cost of higher education.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
There are ways to improve your physical fitness without denting your fiscal fitness.
The federal government requires deceased individuals to file a final income tax return.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
A letter of instruction provides additional and more personal information regarding your estate.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
How do the markets usually react to elections? Was the 2016 election any different?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What is your plan for health care during retirement?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The average retirement lasts for 18 years. Are you prepared to fill that many days?