Your browser does not support JavaScript

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 Management for Corporate Executives

Two sides of the coin. Employers depend on a wealth management team to stay focused on company goals. At the same time, executives must ensure their own personal financial security.

It’s Not Easy to Capture a Busy Executive’s Attention

Wealth Management for Corporate ExecutivesWe understand career demands leave you little time for managing finances. At Total Wealth Planning, we help you navigate intricate compensation packages and personal financial issues, specific to senior corporate executives. We will put an integrated financial plan in place, designed to help meet your needs today and into the future.

If you are fortunate enough to be an executive with equity compensation, you may have many opportunities available. The programs, however, quickly begin to look like alphabet soup. The most common programs are grants of Non-Qualified Stock Options (NQSOs) and Restricted Stock Units (RSUs). Other forms include Incentive Stock Options (ISOs), Restricted Stock Shares (RSSs), Stock Appreciation Rights (SARs) and Performance Stock Units (PSUs). Learn more.

Brett Wilder Quote "If managed intelligently, the benefits from key employee compensation can be highly rewarding, but there are also financial pitfalls that might be very costly.”

-ROB LEMMONS, CFP®, CPA: PRINCIPAL AND DIRECTOR OF FINANCIAL PLANNING

Brett Wilder Quote

Getting Down to Business

Whether you’re 20 years from retirement and currently employed, or now facing tough retirement decisions, Total Wealth Planning experts can help you with tax efficiencies. Corporate executives face unique challenges:
  • Your earnings are closely tied to your company’s success
  • Separating your personal future from your employer’s
An important first step is finding the right advisor, who has the credentials and extensive experience working with executives. At Total Wealth Planning, we follow a disciplined method for the executive that improves personal financial security and increases wealth - while avoiding costly financial mistakes. We work to understand your organization’s benefits and compensation programs. Working together, we help you make choices that improve your financial life.

The most common forms of executive compensation are stock options, nonqualified deferred compensation, golden parachutes, executive bonus plans and fringe benefits. At Total Wealth Planning, we ensure employers can use executive compensation as a strategic tool. Similarly, although financial planning may be the last item on a busy executive’s list, it can be first on ours.
 
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.

Learn More
 

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.




Learn More
 

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.


Learn More

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

CONTACT INFO


 

WHAT'S NEW AT TWP


       
CORPORATE EXECUTIVES

WEALTH-BUILDING FAMILIES

RETIREES

BUSINESS OWNERS

DISCLOSURES
ECONOMIC OUTLOOK

BLOG & NEWS

VIDEO LIBRARY

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


SEE MORE >

Follow us on Google+
Blog & News
Follow us on Twitter
Find us on Facebook
DISCLOSURES | COPYRIGHT © 2020. TOTAL WEALTH PLANNING. ALL RIGHTS RESERVED.
GET STARTED
READY TO
GET STARTED?