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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

Rob Lemmons and Dave Wilder, Getting Retirement Right, to be aired on Channel 12 and Channel 64!

Monday, April 12, 2021

Total Wealth Planning has produced a new video titled Getting Retirement Right to be aired on Channel 12 and Channel 64!
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Quarter 1, 2021 Market Review

Thursday, April 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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Is Anyone Managing Your 401(k)?

Wednesday, April 7, 2021

Many investors have a 401(k) or 403(b) retirement plan that includes limited investment options and, as a result, fewer opportunities to diversify. In order to simplify the investment decision making for investors and to minimize the costs of administering the plan, most plans offer only 5-10 distinct investment choices.
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Who Says the IRS Lacks Empathy?

Wednesday, March 24, 2021

Tax Day Postponed

Fortunately, to provide a little relief at the end of an already crazy tax year, the IRS has issued a memo pushing back the filing deadline for 2020 tax returns from April 15, 2021 to May 17, 2021, which includes postponing the payment deadline when penalties begin to be assessed.


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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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Rob Lemmons and Dave Wilder, Getting Retirement Right, to be aired on Channel 12 and Channel 64!
Monday, April 12, 2021


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