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Introductory Phone Call

Please schedule an introductory phone call with one of our Wealth Advisors to understand your needs and see how we may be able to help you. We promise we will not pressure you in any way and will point you toward the best solution for your situation, even if it’s not us.

You should also feel free to call us now at 513-984-6696.


Discovery Meeting

If it makes sense after an initial phone conversation to have a more comprehensive discussion, we would enjoy an opportunity to get to know you and gain a deeper understanding of your families’ situation, priorities and hopes for the future. This initial meeting and analysis typically lasts around 90 minutes and comes with no obligation to use our services. We want you to feel comfortable and will take the time to answer any and all questions you have about how we help clients like you and what a partnership looks like.

Onboarding Meeting

If you decide to partner with us, we will promptly get started to fully understand your current situation, your goals, and 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
5 Reasons to Think TWP
Field Guide to Choosing an Advisor
Total Wealth Plan Questionnaire
 

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.


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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
The Potential Hazard of Investing in the S&P 500 Index
Thursday, July 30, 2020


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