Financial planning Miramar Beach

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Presentation Description

FamilyVest is a Registered Investment Advisor (RIA) firm providing financial planning and investment management to young families, mature families, and families with special needs at Miramar Beach. For more information visit https://www.familyvest.com/

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Presentation Transcript

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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 client’s 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. 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.

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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/

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