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
The Best Apps in Travel
Technology tips to make your next trip even better.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This worksheet can help you estimate the costs of a four-year college program.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Learn how to harness the power of compound interest for your investments.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.