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Our Promise To You

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, children, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security.
 

Welcome West Chester Chamber Voice Readers

Total Wealth Planning is glad to be a 2016 Sustaining Sponsor of the West Chester - Liberty Chamber Alliance. We enjoy supporting the Chamber, its programs, events and services provided to businesses and organizations of this area, and readers like you.

Total Wealth Planning is a well-respected, fee-only, wealth planning firm. We’re passionate and enthusiastic about what we do. We thrive on the success of our clients.

For over 25 years, we’ve been going the extra mile when serving clients throughout Greater Cincinnati and the United States. We enjoy working with so many great client families across several generations.

Investing Services

Implementing a “Tactical Asset Allocation” strategy manages today’s extremely volatile investment environment. We proactively overweight and underweight the portfolio’s asset class holdings, based on Total Wealth Planning’s in-house economic forecasting analysis. This is an ongoing prudent market tuning process, not a risky market timing process. We achieve more predictable investment performance in a way that reduces disconcerting volatile performance.

Find out how Total Wealth Planning helps you “win by not losing”

Financial Planning

We develop a comprehensive and personalized financial plan for you based on your most important lifetime goals and objectives. We then closely monitor your progress and adjust as needed along the way.

Learn how our team can become your Partners in Planning

Business Planning

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

Planning for Growth or Preparing to Sell? Total Wealth Planning can help.

Growing Wealth

We start with a goal setting process, then craft an accumulation plan together. Total Wealth Planning can advise you on all aspects of growing your wealth, while freeing up your time for what’s important to you. Whether it’s building wealth for your financial independence, to provide a better future for the next generation, or a combination of the two, we encourage you to contact us to get started.

Plan for Superior Results

Retirement

Your distant future requires your immediate attention! If you want to retire on your own terms, thinking about your retirement plan is important regardless of your age. Contact us to discuss what’s important to you and how our comprehensive planning services can guide you to fulfill your retirement goals.

Are you Ready to Retire? (Really?)
 
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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FORM CRS
   
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
Growth triggers fee reductions in DFA funds
Tuesday, November 10, 2020


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