- Landline
- (844) 628-3185
- @familyvest
- 1578227045819255
- Video
- www.youtube.com
- Website
- www.familyvest.com
Description
FamilyVest at Farther is a fee-only, fiduciary wealth management firm serving families along the Emerald Coast, 30A, and nationwide. Led by a CFA, CFP, and Chartered Special Needs Consultant (ChSNC), we specialize in comprehensive financial planning for families with special needs dependents, retirement transitions, and business exit planning. Our approach starts with your goals, not a portfolio. We coordinate tax planning, estate planning, investment management, insurance analysis, and Social Security optimization into one plan. Clients get unlimited access to their advisor with no product sales and no commissions. Whether you're navigating ABLE accounts and special needs trusts, planning for reti
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Financial Consulting(844)628-3185 (844)-628-3185 +18446283185