Financial planning Miramar Beach

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Financial Planning Miramar Beach
Financial Planning Miramar Beach
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About FamilyVest
FamilyVest is a Registered Investment Advisor
(RIA) firm providing financial planning and
investment management to young families, mature
families, and families with special needs. We are
a fiduciary financial advisor we do not accept
commissions so you can rest assured that our
recommendations are made to help you and only you.
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Our Services
1) Financial Planning
Families have specific needs and wants depending
on where they are in their life cycle. Regardless
of your stage, our focus is to help ease the
stress of raising your family. This peace of mind
comes by way of comprehensive financial
strategies that incorporate a highly focused
understanding of each nuance of your particular
needs and goals.
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2) Investment Management
Our portfolios are custom designed to meet each
clients risk and goal parameters. We help
clients understand that applying rigorous
scientifically based investing need not be overly
complex. We believe that markets work, so we help
clients focus on the behavioral aspects and asset
allocations necessary to help them reach their
goals. 
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3) Special Needs Planning
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. Todds ability to empathize with families
with special needs transforms an overwhelming
situation into an empowering opportunity to take
control of your and your childrens financial
future.
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4) Legal Disclosures
FamilyVest, LLC (FV) is a registered investment
adviser offering advisory services in the
State(s) of Florida and in other jurisdictions
where exempted. Registration does not imply a
certain level of skill or training. The presence
of this website on the Internet shall not be
directly or indirectly interpreted as a
solicitation of investment advisory services to
persons of another jurisdiction unless otherwise
permitted by statute. Follow-up or individualized
responses to consumers in a particular state by
FV in the rendering of personalized investment
advice for compensation shall not be made without
our first complying with jurisdiction
requirements or pursuant an applicable state
exemption. All written content on this site is
for information purposes only. Opinions expressed
herein are solely those of FV, unless otherwise
specifically cited. Material presented is
believed to be from reliable sources, and no
representations are made by our firm as to
another parties informational accuracy or
completeness.
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https//www.familyvest.com/