FamilyVest Announces Opening of New Office for Serving Destin Clients

Taking a unique approach to financial planning is the key to helping today’s families prepare for their future needs, publishes familyvest.com

Destin, Florida – May 17, 2018 /MarketersMedia/ —

Traditional financial planning needs no longer apply to an estimated 80 percent of American families according to a recent report from the United States Census Bureau. Said report goes on to point out a continually expanding range of family dynamics not covered under budgeting agendas developed only a couple decades ago. In an effort to better cater to the increasingly varying requirements of today’s families, FamilyVest founder, Todd Sensing has announced the opening of the financial planning firm’s new office.

“FamilyVest was established with this growing diversity in mind,” said Sensing. “From single-parent and blended households to those with special needs children, today’s families don’t fit into the conventional retirement and estate planning mold. As the father of two sons on the autism spectrum, I’ve seen firsthand just how few resources are available for families falling into the new norm. We take a customized approach to financial planning, giving clients access to more all-inclusive solutions than they’d find elsewhere.”

FamilyVest places particular emphasis on assisting families with special needs planning. As noted on the company website, five basic transitional stages are involved in preparing for the lives and futures of special needs children, each with its own specific objectives. Financial plans developed by the company in conjunction with clients cover accounting, investment and legal considerations while incorporating the services of attorneys, CPAs and other experts as needed.

With more than two decades of experience in financial planning and portfolio management, Todd Sensing has earned a number of credentials in the field. Among these is being designated a Certified Financial Planner by the CFP Board and a Chartered Financial Analyst by the CFA Institute. Both organizations hold members to the highest standards in terms of experience, competence, integrity and ethics.

Sensing is also a member of the National Association of Personal Financial Advisors, a partnership of Fee-Only financial advisors committed to upholding clients’ best interests. He additionally holds a membership with the Academy of Special Needs Planners, a national network of attorneys and financial planners who provide services to those with special needs and their families. Sensing is likewise a member of the XY Planning Network, an organization of commission-free financial advisors focusing on the evolving needs of Generations X and Y.

Concluded Sensing, “I find a great deal of satisfaction in helping clients achieve their goals and dreams for themselves and their children. Families have changed considerably over the years, and so have their individual needs. I’m proud to offer all-inclusive financial planning services tailored to the unique expectations of each client and encourage anyone in need of guidance to request a free assessment via the Familyvest website or contact us at our new Destin Commons office.”

Further information about FamilyVest and access to a wide range of family planning resources are available at www.familyvest.com.

About FamilyVest:

FamilyVest is a comprehensive financial planning firm operating as a fee-only fiduciary and is committed to focusing on the best interests and unique needs of its clients.

Contact Info:
Name: Todd Sensing
Email: info@familyvest.com
Organization: FamilyVest
Address: 4300 Legendary Drive
Phone: 844-628-3185

Source URL: https://marketersmedia.com/familyvest-announces-opening-of-new-office-for-serving-destin-clients/347065

For more information, please visit https://www.familyvest.com

Source: MarketersMedia

Release ID: 347065