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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.
 

Family Business Planning Services

Are You a Family Business Owner? Are You a Family Member of a Family Business?

Family Business Planning Services Total Wealth Planning’s senior professional advisors are themselves experienced family business owners. We not only understand those unique challenges, we speak your language. Can your current advisor say the same?

Is your family business a growing success? Is it poised for transitioning management and ownership to either insiders or outsiders? We empathetically know your business journey. Total Wealth Planning has traveled the same road, and can provide you knowledgeable, first-hand expert guidance.

As your advisor, we operate with experience, knowledge, and trustworthy integrity. We’ll help you transition through the four stages of business ownership we term “Wunder, Blunder, Thunder, Plunder”.

Operate Inside Your Strength, Outside Your Comfort Zones

One of the greatest secrets of successful Quiet Millionaire business owners is operating inside their strength zone and outside their comfort zone. We expand your comfort zone, so you can maximize the value of your transitional efforts using our comprehensive three-step process:
  • Determine and specifically set your business and personal goals and objectives.
  • Plan comprehensively and implement strategies to accomplish your goals and objectives.
  • Monitor your progress and make necessary adjustments accordingly, to ensure your success.
Research shows that most family business owners fail to successfully transition through all four stages of business ownership and beyond. We believe it’s because they fail to plan sooner than later.

Brett Wilder Quote As a family business owner, it’s never too soon or too late to begin planning, so your family business can live on.”

-BRETT WILDER, FOUNDER/RETIRED

Brett Wilder Quote

What Does Your Business Look Like, Tomorrow and Beyond?

Because business owners are either “too busy” or don’t know where to start, family business owners put off doing what’s best for themselves, their family, and their loyal employees.It’s been our experience—and our professional opinion—that it all starts with a comprehensive financial planning process. After all, how else can you know where you’re going and how to get there? In addition, you also need to start by knowing the value and sellability of your business. We can help make this easy by using our “Business Sellability” scoring system.

At day’s end, tomorrow belongs to no one. And it comes faster than we realize. Total Wealth Planning can help you get started and ensure the tomorrows - for your business, you, and others you care about - will be financially secure.

From our family business to yours, let’s start planning today!
 
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.

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


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