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

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 30 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.