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OUR PROMISE TO YOU

What makes us distinct is 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, kids, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security.
 

Wealth Planning for Business Owners

Are you a business owner? Total Wealth Planning’s professional advisors provide expert business planning guidance - no matter where you are in the journey.

Is Your Business Poised for Growth? Ready to Sell?

As owners ourselves, we speak your language. Total Wealth Planning offers other business owners first-hand experience and knowledge. As family business owners and senior professional advisors, we also understand potential family conflict and business planning issues.

The Journey of Business Ownership

Business Planning ServicesBusiness is a journey: up, down, interconnected, rewarding and sometimes rough. Business owners are committed to energy, time and investment to succeed. Leading an organization on a journey requires awareness of your starting point and vision for an exit strategy.

At Total Wealth Planning we’ve been in the trenches, surviving and coming out the other side. Can your financial advisor say the same? There’s a real benefit in being an owner advisor - more than experience, and beyond educational degrees and professional designations.

One of the greatest secrets of successful business owners is operating inside their strength zone and outside their comfort zone. As your advisor, Total Wealth Planning operates with experienced knowledge and trustworthy integrity. We expand your comfort zone, maximizing the value of your transitional efforts, through the “Wunder, Blunder, Thunder, Plunder” stages of business ownership (The Quiet Millionaire, Brett Wilder). Navigating these four transitional stages to business success presents disappointments,opportunities and challenges.

Eight Steps to the Journey’s End

As your business evolves, there are eight steps to ensuring how best to maximize the sale and ensure its successful transition - both emotionally and financially. At Total Wealth Planning, a Certified Exit Planning Advisor (CEPA) will assist you through this critical process to exiting your business, which includes:
  • Data collection
  • Defining and aligning goals
  • Business valuation
  • Financial planning
  • Value enhancement analysis
  • Exit options analysis
  • Calculating net proceeds
  • Defining action plans

Valuation, Sellability, and Other Business Planning Services

It’s also important for business owners,in preparing for a successful sale and exit, to understand contingency planning, i.e., life insurance buyout, disability buyout, succession planning, and more. If you’d like to get started, contact us and we’ll provide you with a complementary “Sellability Score”. The Sellability Score will give you insight into how buyers evaluate your business and how to improve your Sellability.

Let Total Wealth Planning help make your business journey easier - at every step along the way.
Fiduciary Duty
10 Questions to Interview a Wealth Advisor
5 Reasons to Think TWP
Guide to Choosing an Advisor
Business Planning: Your Sellability Score
 

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.


Total Wealth Planning Associations
WE ARE PROUDLY ASSOCIATED WITH

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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
FAFSA Application Season Starts October 1st
Tuesday, September 22, 2020


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