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Future Shred Day Event
Check if our shredding event is of value to you, your family or friends.
Check if we gave enough notice to prepare for our June 8th shredding event.
Check if you suggest we should also collect gently used books for donation to www.AdoptABookohio.org.
Would you prefer we host future shredding events on:
Friday afternoon and serve lunch (11:30-1:30)
Saturday morning and serve coffee with donuts and bagels (9-11am)
Saturday afternoon and serve lunch (11:30-1:30)
Do you have any other suggestions for us to improve this annual event?
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.
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.
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.
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
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Thursday, November 21, 2019
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