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Emergency Contact Details

In the event of inclement weather or natural disaster, we have prepared the following resources for you to ensure consistency and access to support:

Schwab can be contacted for account information 24 hours a day, 7 days a week.  Schwab Alliance who serves our clients can be reached M-F 8am to 7pm at 800-515-2157.  If you have a need outside these hours, you can contact Schwab retail at 800-435-4000.  The Schwab website is also available at www.schwaballiance.com, which can be utilized for money transfers and account balance information as well as for copies of tax documents and monthly account statements.

Personal Contact Information for Our Advisory Teams

Dave Wilder   Email: dwilder@cinci.rr.com   Cell: 513.304.5446
Rob Lemmons   Email: rdlemmons97@gmail.com   Cell: 513.265.0513
Rob Siegmann   Email: rsiggy@gmail.com Cell: 513.405.6993
Jon Andre Email: jon.andre@icloud.com Cell: 513.608.5933
Joel Musser Email: joelmusser@gmail.com Cell: 513.225.8512
Chris Allen
  Email: callen0404@yahoo.com
  Cell: 708.601.9319

Personal Contact Information for Our Support Staff

         
Kristin Wiechert
  Email: kwiechertfmg@gmail.com   Cell: 513.571.0208
Sean Vaught   Email: seanvtwp@gmail.com   Cell: 513.582.6006
Natalie Pham   Email: phamily@cinci.rr.com  
Jared Hatfield
  Email: Jarednhat@gmail.com   Cell: 513.509.6664
Holden Varvel   Email: holdenvarvel@gmail.com    Cell: 937.216.6976
Mel Merritt    Email: melinatmerritt@gmail.com    Cell: 512.673.0804

We recognize the importance of each of us maintaining an appropriate amount of work life balance, so we request that you keep these numbers for emergencies, but in the event that it is necessary, please do not hesitate to contact us.

We appreciate your continued trust and confidence in Total Wealth Planning!
 
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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 25 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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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
513-984-6696 513-984-6696
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We're excited to introduce Holden Varvel to our firm!
Tuesday, November 19, 2019


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