Contact Survey

We are constantly striving to ensure that clients receive the highest level of service and we would like your feedback on ways we can make additional improvements. As you know, throughout the year we are proactively managing investment portfolios, reviewing for proactive financial planning opportunities, and scheduling meetings to complete a comprehensive a review of the Total Wealth Plan. However, we want to ensure we are contacting you as often as you like with an additional check-in. If you would like for us to reach out more often than we currently do, please provide some specific preferences below so that we can improve your experience as a client.

Your Name: *

Would you like for us to reach out more often as an additional “check in”? *

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When would you like the additional “check in” to occur? Please check all that apply:

If other, please explain:

Please confirm your primary or preferred Phone Number: *

Please confirm your primary or preferred Email Address:

How do you generally prefer we contact you? *

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Please share any other suggestions on how we might improve our service to you..

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.