We plan around the possibilities that are out there in a customized way. You can’t get that with a cookie cutter solution you may find elsewhere.

Expertise
With over 20 years of industry experience, FamilyVest brings seasoned expertise to create custom solutions in estate planning, insurance needs, tax concerns, and wealth and retirement planning.  As a holder of the Chartered Financial Analyst designation (CFA), Certified Financial Planner certification (CFP®).
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Member Organizations
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Special Needs Planning

FamilyVest’s founder, Todd Sensing, is the father of two sons on the autism spectrum. Having experienced the lack of guidance and resources, his passion for helping families with special needs build their financial plan and investment strategy was born.

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