A Passion for Helping Families and Children with Special Needs

Member Academy of Special Needs Planners

Founded to address a segment of society that Todd realized is underserved by the financial planning industry, FamilyVest takes pleasure in helping parents gain confidence and peace of mind in knowing that they are not fighting this battle alone. Todd’s ability to empathize with families with special needs transforms an overwhelming situation into an empowering opportunity to take control of your and your children’s financial future.

As a family with a special needs child, you are probably in one of the five stages of transition:

  1. Discovery for New Parents
  2. Growing & Educating  with Special Needs
  3. Transitioning to Adulthood
  4. Public Benefits Planning
  5. Housing, support team and life planning

Each stage has its own objectives, and we work with you to create strategies to help you successfully make the transition at every point in the cycle. Our plans bring together investment, legal, and accounting requirements, and draw on the services of trusted professionals like attorneys and CPAs as needed.