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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.
 

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Introductory Phone Call

Thank you for taking the time to learn about us. We look forward to learning more about you. We are happy to provide answers or point you in the right direction to help you move forward, even if it is not ultimately with us.

Always feel most welcome to call us at 513-984-6696.


Discovery Meeting

This is a time for us to dive further into the details of your situation and carefully listen to your family’s priorities and hopes for the future. We want you to feel comfortable and we’re here to answer any and all questions you have about how we help clients like you through all of life’s phases.

Onboarding Meeting

If you decide to partner with us, we will begin to develop a thorough understanding of your current situation and your goals through a series of conversations, and then provide white glove service in setting up and transferring accounts, and building your Total Wealth Plan together. We are happy to share a brief outline of the new client onboarding process to better set expectations.

If you prefer to send a message instead of scheduling a call, that's fine too! We promise to respond quickly.

Total Wealth Planning
4665 Cornell Rd, Suite 160
Cincinnati, OH 45241

513-984-6696 | 800-542-4198

Fiduciary Duty
10 Questions to Interview a Wealth Advisor
5 Reasons to Think TWP
Field Guide to Choosing an Advisor
Total Wealth Plan Questionnaire
 

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.


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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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