Gain instant access to the PDF’s by clicking on one below.

Sailing to Retirement Workbook
Sailing to Retirement Workbook PDF

Personal Finance starting point. Income calculator, Social Security, Medicare, etc...
Hiring an Advisor Workbook
Advisor Questionnaire PDF

Want to get a snapshot of your advisors resume? Have them fill this out for you and make sure they are a Fiduciary. Simple 1 page form.
FRS Employee Brochure
Employee Retirement Brochure PDF

Detailed description of our services and what we offer our clients.
Insurance Review
Insurance Evaluation Forms PDF

Life Insurance review paperwork mentioned in several Podcast episodes.

Advisory services offered through FRS Advisors, a Florida registered investment advisor.

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You should consult a financial advisor familiar with the specific circumstances of your unique financial situation before making any financial decisions. Nothing on this website constitutes a solicitation for the sale or purchase of any securities. any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Terry Martine is an investment advisor representative of FRS Investment advisors, LLC, a Florida investment advisory firm. Florida Retirement Services, and FRS Investment Advisors, LLC are not affiliated companies.
 
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Our firm is not permitted to offer tax or legal advice. Please consult with a qualified professional before making any purchasing decisions. Family Retirement Services LLC is not affiliated with the Social Security Administration or any government agency.