FamilyVest - Destin, Florida

Ariell Chambers

We absolutely LOVE FamilyVest! Todd has created an individualized plan for our family and put our minds at ease regarding our financial future. We have set attainable goals and are so thankful for his guidance. Not to mention we love his personality-- never a boring meeting!

alison craig

My wife and I reached out to Todd several years ago. We came across his services through the Arc. Our son has profound special needs and will never be able to care for himself. Over the years Todd has essentially held our hand through designing and implementing a financial plan that will allow us to leave something substantial for our son, after we are gone.

Due to his own situation, Todd not only understands the importance of planning for our son's future but also for my wife and I not to neglect our own. He has been patient and diligent with us and our limited knowledge about financial planning. He doesn't sell us products that he benefits from and I doubt you can find someone who charges better rates anywhere. For what is one of the most important aspects in the life of special needs families, we recommend FamilyVest without reservation. Thanks Todd.

Claudia Lawson

Would I recommend Todd Sensing and FamilyVest? Absolutely. I have worked with him for several years. He is a fiduciary financial advisor and does not accept commissions. He is very knowledgeable about financial planning and investment management. He is very personable and takes the time to understand you and your situation so he can provide the best objective recommendations that fit your needs. He has the ability to explain different strategies so that you can understand the options that are available to you. His emphasis is on controlling the things we can and preparing for the various possibilities of those that we cannot. He can help you achieve your goals of financial well-being. He gets five stars from me.

Tom Fife

I have been working with Todd Sensing-Family Vest for the past two years. Todd is an extremely knowledgeable Financial Advisor, he understands the markets, the economy and most important my goals. He is able to explain in terms I understand so I may participate in the decisions that affect my financial goals.
It was because of his advice and movement of investments that caused only a minor adjustment when the markets tanked due to Covid, his advice saved me immensely.
He takes a personal interest in me which aids him in making recommendations to achieve my goals. Due to his advice and direction, I am now retired, free of financial fears. He consistently demonstrates a high degree of finance knowledge and is pleasant to work with.
I highly recommend Family Vest to anyone seeking financial security through proper planning.

Tessa Jane

I reached out to Todd because I am just beginning to invest and had no idea where to start. He was polite, professional, and went above and beyond to give me advice on how to move forward. He was extremely knowledgeable and explained everything in layman’s terms so I could understand. I would definitely recommend him!

MaryAnn Jones

I am so pleased and thankful to be a client of FamilyVest. Todd's management of my finances and his expert advice gives me comfort every day. Todd goes above and beyond my expectations. I recommend FamilyVest highly.

George Nicoll

FamilyVest is a perfect name for this financial advisor firm. Todd and Crissie treat us like family and they always have our special needs family's best interest at heart. Fortunately, we found a financial advisor who is honest, trustworthy, understanding and who has demonstrated his expertise by implementing a plan that covers all aspects of our complex financial world.

FamilyVest has helped us in in so many ways (retirement/investment advice and planning, life insurance needs, college resources and planning, tax strategies, mortgage and future housing considerations, budgeting and saving, special needs planning). We highly recommend FamilyVest for anyone looking for guidance, peace of mind and a secure financial future for their family. They are the most kind and caring, thoughtful and knowledgeable people that you will ever find to assist in reaching your goals and dreams.

Rachel Norman

I found FamilyVest years ago online from a local search and it has been the best thing for our family. If I look back to where our finances, our retirement plan, and our general admin management as it relates to assets/finances BEFORE we started with Todd, I just have to laugh. He's responsive, knowledgeable, kind and has helped us set up a plan that will bless my children and hopefully their children as well.