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We are an independent, fee-only wealth planning firm who has embraced the Fiduciary Duty 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?
Your investment philosophy should be grounded in academic research and financial science. Our team will build you an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.
Figuring out how to recreate your paycheck or developing a spending policy should not be an overwhelming exercise. Our team has the expertise to help with retirement portfolio, tax strategies, distribution planning, social security maximization strategies and more.
We’ll have discovery conversations, gather and organize your data, then craft comprehensive plans to achieve your life and financial goals. As our ongoing commitment, we consistently monitor and tweak your plan to ensure you’re on track and surprises are minimized.
WE'VE BEEN LISTENING
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
Total Wealth Planning named finalist in Cincinnati Business Courier's 2-10 Best Places to work!
Monday, September 16, 2019
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