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We are an independent, fee-only wealth planning firm who has embraced the Fiduciary Standard since 1989.
It’s complicated: compensation, stock options, and more. We know you’re busy; let us free you up to do what you do best.
Set goals now. Define your ideal retirement. Set realistic expectations. Plan now and avoid hard lessons later.
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?
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FOR OVER 25 YEARS
Life brings many transitions. Find the right advisor to fit your needs on a fee-only basis, and take the first step in the journey. Total Wealth Planning's team of Certified Financial Planners® guides Cincinnati families and associates through transition.
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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
Professor Jeremy Siegel @ Xavier's Investment Symposium
Wednesday, February 7, 2018
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