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Our Promise To You

We provide a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, children, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security.
 

Blog & News

Economic & Investment Outlook 2021

Wednesday, January 20, 2021

There is no question that 2020 was a difficult year for most Americans.  Investors faced a unique set of circumstances while navigating many negative headlines and uncertainties concerning their own physical, mental, and economic health.  In spite of these events, however, a globally diversified, long term investor could limit his temporary losses and even take advantage of the market volatility to produce strong positive results, while experiencing far less risk than the overall stock markets.
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Quarter 4, 2020 Market Review

Friday, January 8, 2021

We are pleased to share a review of world capital market performance and a timeline of events that occurred during the most recent quarter and for last year.
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Our Favorite [Financial] New Year's Resolutions

Tuesday, January 5, 2021

It's that time of year when many of us think about establishing one or more New Year's resolutions. This often means committing to improving one's lifestyle by eating healthier, exercising more, or spending more time with family.  Many investors could benefit from resolutions targeting their financial health as well. Just as many individuals endanger their well-being with bad habits, numerous investors suffer from holes in their financial plan, or worse, ill-advised practices that are detrimental to their wealth.  Everybody wants to be healthier, and many people want to be wealthier, but it takes commitment and discipline.
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Tips for Using Zoom, Teams, or Other Video Conferencing

Tuesday, December 22, 2020

Tips for Using Zoom, Teams or Other Video Conferencing

Most of us are using some form of video conferencing these days, and there's a good chance you'll use it with friends and family this Holiday Season. I've hosted or participated in many Zoom (and Microsoft Teams) meetings and it just seems like some of us are more comfortable and presentable in this format. My team attended a virtual Schwab conference last month where virtual conference tips were shared that I hope you can utilize in your business and personal life.
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INVESTMENT
MANAGEMENT

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.

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RETIREMENT AND
TAX PLANNING

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.




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HOLISTIC/COMPREHENSIVE
PLANNING

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.


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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.


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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
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Economic & Investment Outlook 2021
Wednesday, January 20, 2021


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