FAMILY RETIREMENT LLC

Overview

Family Retirement LLC is an independent registered investment adviser that focuses on individualized planning and portfolio management for families and individuals. The firm combines fee-based advisory services with commissionable insurance products, reflecting its dual role as an RIA and an insurance broker. Advisory work includes financial planning, ongoing portfolio management for individuals and small businesses, and client education through seminars and workshops. Investment activity centers on liquid equity exposure delivered largely through exchange-traded instruments and separately managed account structures. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser. It does not operate as a capital allocator to external private fund managers; instead, it manages discretionary client equity allocations directly and supplements portfolios with insurance-based products where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices