Watch Your Money Grow
With the Right Financial Advisor

Watch Your Money Grow
With the Right Financial Advisor

Request a Free Consultation 

to Create YOUR Perfect Financial Plan

We’ll help you find the right strategies to suit your lifestyle and budget

We are the top financial planner in Boynton Beach for a reason!

FRS Financial Advisors of Boynton Beach will meet with you one-on-one and focus on your specific financial situation so that we can develop the right strategy.

We will get your financial house in order, whether you are ready for retirement or have a decade or more to plan. 

Have us evaluate your unique income, expenses, assets, savings, investments, liabilities and more to make sure you live a happier, healthier and wealthier life. 

Let us prove why we are the right financial advisor.

Please contact us or submit our online form for us to discuss your investments, protection, tax strategies and estate planning goals.

We will explain everything in plain, easy to understand language and will answer every question you have.

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We Specialize In These Areas of Financial Planning

Retirement Planning 


Investment Management

Social Security 

Roth Conversions


Guaranteed Income 

Estate Planning

Delaware Statuatory Trust

Long Term Care 



Tax Strategies 

1031 Exchanges

IRA Rollover

Let’s Get Started – Schedule a Free One on One Consultation!

The world has changed – and effective retirement planning requires a new approach.

As an independent financial advisor, 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.

Please Call Today To Meet With Us For a Free Consultation.  


Your 100% Satisfaction, our superior advisors and support team are the reason we are the leading financial planner in Boynton Beach, FL and beyond.

Financial Planning for Retirement in Boynton Beach, FL

​Financial planning involve a few steps: evaluating a client's current financial situation, creating financial objectives, determining what course of action to take and evaluation of the plan.

Certain major changes in life, such as a death in the family or winning the lottery can bring about the need for a financial planner. A financial planner can help individuals, business owners or families to understand their financial condition. Valued traits of a good financial planner are being personable and transparent. A personable financial planner with excellent people skills can recommend a good detailed comprehensive financial budget plan to a client that can be adhered to without conflict. Transparency is needed in certain financial matters like cost of services or retirement projections A financial planner should act in accordance with fiduciary standards while managing the wealth of a client.

Financial planners must hold specific licenses in order to provide securities or other financial instruments in related transactions to their clients. One example of a license required is the Financial Industry Regulatory Authority (FINRA) Series7. Series7 has the longest (225 hours) and most difficult exam. Certain types of securities Series7 licensees can't sell are commodities, real estate and life insurance. The highly designated Certified Financial Planner (CFP) must have a bachelor's degree and continuing education credits. A Certified Financial Planner is a premier title. A financial planner's status can be verified by the Certified Financial Planner Board of Standards,Inc. ( Offering viable suggestions to the client on how to achieve their financial goals, is the financial planner's duty.

During the initial interview, the client provides all pertinent financial information to the financial planner. Interpreting the client's financial information, the financial planner can come up with an effective strategy. Tax strategies utilized by financial planners involve increasing deductions and taking advantage of tax credits. Speaking of deductions, financial planning fees can be used as a miscellaneous itemized deduction on the client's tax return if it is more than 2% of the adjusted gross income (AGI). Financial planning can also include retirement tax strategies. A couple of retirement plan options available to the working individual is the Individual Retirement Account (IRA) or the Roth (IRA). The traditional IRA allows the individual client to save money for retirement by making the pre-tax contributions tax deductible. A Traditional IRA has a contribution limit up to $5,500 increased to $6,500 if client is 50 years of age or older The subsequent earnings are tax deferred until retirement. A Roth IRA allows the individual client a chance to save for retirement with after tax contributions.
Contributions to a Roth IRA can total up to $6,000 maximum.Thee earnings from the Roth IRA are tax free and penalty free after five years. Useful tax strategies with effective financial planning can guide a client to the correct retirement plan. A good financial planner can help their client see the big financial picture. The visualization of this big financial picture is another way a financial planner, sometimes called a qualified professional wealth manager that helps a client achieve their financial goals.

Bottom Line

You need a plan or you are planning to fail, let FRS Advisors of Boynton Beach help you plan to succeed

Every person requires a unique retirement approach, please contact FRS financial advisors of Boynton Beach to setup a free one on one consultation with one of our top advisors.


Request a Free Consultation 

to Create YOUR Perfect Financial Plan

We’ll help you find the right strategies to suit your lifestyle and budget

Advisory services offered through FRS Investment Advisors, LLC (FRS) a Florida registered investment adviser.

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