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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.
 

Corporate Executives

The demands of work and family life can leave little time for managing personal finances. Combine that with the fact that we are in a climate where corporate employment can be unstable. We follow a disciplined method for executives that focuses on your personal financial security while helping you avoid costly mistakes.
  • Your earnings may be closely tied to your company’s success.
  • You may wish to separate your personal financial future from your employer’s.

Maximizing Your Benefits

If you are fortunate enough to be an executive with equity compensation, the available options and benefits can seem like alphabet soup. We are here to help you. You don’t have to spin your wheels sorting out all your options or chasing answers down.

The most common forms of executive compensation are stock options, nonqualified deferred compensation, golden parachutes, executive bonus plans and fringe benefits. We help you navigate Non-Qualified Stock Options (NQSOs), Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), Restricted Stock Shares (RSSs), Stock Appreciation Rights (SARs) and Performance Stock Units (PSUs). Learn more. We help you utilize executive compensation as a strategic planning tool.

Professional Transitions

Whether you are in career transition, 20 years from retirement, or facing tough financial decisions, we help you prepare for the next stages. The important first step is finding the right advisor, who has the credentials and extensive experience working with executives. We break down your organization’s benefits and compensation programs and help you prepare for the long-term. We give you ideas to keep you on track, even when markets are down, so you can have more comfort with your retirement and other key personal goals.

The Real Benefit to You

Working together, we help you manage personal and family finances, while still putting a date to retirement and other important objectives. The real benefit is the reassurance that you are on track. You will have your situation looked after with an interaction that fits your style. You can focus on other things in life, knowing your finances are covered.

Although financial planning may be the last item on a busy executive’s list, it is first on ours.
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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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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
2021 Annual Retirement Contribution Limit Changes
Wednesday, November 25, 2020


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