Wealth Building Families
Total Wealth Plan
Blogs & News
Protection & Privacy
We are an independent, fee-only wealth planning firm who has embraced the Fiduciary Duty since 1989.
Compensation, stock options and financial decisions can get complicated. You don’t have to sort out all the information or chase down answers yourself. We bring you more financial support than just investments. We help you focus on other things in life, knowing your finances are covered.
Set goals now. Define your ideal retirement. Set realistic expectations. Plan now and avoid hard lessons later.
PRE-RETIREES / RETIREES
There’s no time later to undue a wrong approach. Retire with conviction and comfort that you won’t outlive your assets.
Owners must plan 3-5 years to successfully transition out. Family business owners face additional challenges. Is there life after your business?
It is our privilege to work with emerging executives and professionals who are bright and educated in their field.
Our investment management process is focused on helping you maintain financial stability, preventing mistakes and accomplishing your investment objectives. We don’t just focus on market performance or predictions. We focus on what performance means and how it impacts your long-term goals. It starts with returns, but it is about making life decisions. Working together, you gain a degree of confidence when uncertain times come.
We help you determine how long to work and when to retire to continue your lifestyle. We analyze when and how to take money from your portfolio to replace your paycheck, with an eye on tax efficiency, spending, healthcare and social security maximization. We address the primary concern of having your money last for the rest of your life.
Our comprehensive planning focuses on real life. It’s putting a date to your goals and steering your life based on analysis, giving you choices and alternatives. You gain the ability to see how reachable your goals are. It starts with getting to know you and the way you want things done to fulfill your needs. We take into consideration your family and all the secondary factors that go into a comprehensive financial plan.
WE'VE BEEN LISTENING
FOR OVER 30 YEARS
Total Wealth Planning’s team of Certified Financial Planners® are here to listen to you and your questions. We never want you to feel rushed. The real benefit is having a road map to help ensure the key elements of your financial life are in order.
WE ARE PROUDLY ASSOCIATED WITH
WHAT'S NEW AT TWP
BLOG & NEWS
4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
Retirement Blunders to Avoid
Monday, September 14, 2020
SEE MORE >
| COPYRIGHT © 2020. TOTAL WEALTH PLANNING. ALL RIGHTS RESERVED.