Todd Sensing (CFA®, CFP®)

Todd Sensing focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Insurance Related Issues

Planning Specialties

As a father of two sons on the autism spectrum, I have a passion for helping families with special needs. After the birth of my boys, I quickly realized just how little guidance and how few resources there were for families like mine. I started FamilyVest, so Families of all shapes and sizes have a better option for planning their financial future. My mission is to give each of my clients the focused attention they deserve. 

 

Additional Information

When we work together, I will start by helping you define and set your goals.

We then draw on decades of experience in financial planning and investment management to help put your entire family on the road to success.

This disciplined, process-driven approach is focused on the things you can control while managing the risks of the things you cannot. While the details vary to meet the specific needs of each client, we always provide value for our clients in 3 ways:

OBJECTIVE TEAM MEMBER 

ORGANIZATION & ACCOUNTABILITY

EXPERIENCE & EDUCATION

As an Objective team member, we task ourselves to deliver a planning process that evolves over time but is always centered on you and your loved ones. Personal finance can get complicated, so we try to remove the anxiety and uncertainty for you. We do this through education and the rigor of proof. 

We are here to consult with our clients on major financial decisions, offering an objective, informed, unemotional perspective whenever one is needed. We believe that decisions such as how much to spend on your next house or whether you should purchase more life insurance should not solely be guided by people whose compensation is directly linked to their recommendations. 

 

NAPFA Start Date

October 27, 2016

Submit
Submit

This Office

4300 Legendary Dr Destin, FL 32541-8604 Phone: (404) 274-0601