FamilyVest

"I am very pleased with the services received. Emails are answered promptly. Todd helped me make decisions of money to use when buying a new home."

"Todd, Jennifer, and Team have been nothing less than phenomenal. The holistic approach they take to financial planning and the peace of mind they provide are second to none. Wish we would have teamed up with Familyvest years ago."

"I did not use their services but Todd was absolutely amazing during the consultation. He was very thorough and answered all of my questions. He was also very honest and transparent with me. I can tell that he really cares about people. Thank you for all the help!"

"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!"

"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."