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Blog & News

How Our Expertise Benefits Clients

Wednesday, February 5, 2020

How Our Expertise Benefits Clients

At Total Wealth Planning, we believe in delivering extraordinary, personalized service.
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2020 Major Tax Law Changes

Friday, January 24, 2020

2020 Major Tax Law Changes

Laws change and so must your strategies. Effective January 1, 2020 there are now 29 new provisions under the SECURE Act of 2019.


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Joel Musser wins 1st place at Courier Stock Contest

Monday, January 13, 2020

Joel Musser

"Joel Musser, wealth adviser at Blue Ash-based Total Wealth Planning, generated a whopping 86.5% gain for the year to win the contest going away."


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Quarter 4, 2019 Market Review

Wednesday, January 8, 2020

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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INVESTMENT
MANAGEMENT

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.

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RETIREMENT AND
TAX PLANNING

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.

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HOLISTIC/COMPREHENSIVE
PLANNING

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.

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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 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
513-984-6696 513-984-6696
info@twpteam.com info@twpteam.com
How Our Expertise Benefits Clients
Wednesday, February 5, 2020


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