Your browser does not support JavaScript

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.
 

Small Business Owners

There are four stages of business ownership we like to call “Wunder, Blunder, Thunder, Plunder.” Research shows that most business owners fail to successfully transition through all four stages and beyond. We believe it’s because they fail to plan sooner than later. 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 efforts.

We help you understand the timelines of key events, balance your personal and business finances, and have an exit strategy when ready.

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

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. When business owners are either “too busy” or don’t know where to start, they can 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. You also need to know the value and sellability of your business.

We Employ a Comprehensive 3-Step Process:

  • Get to know the structure and dynamics of your business, combined with a deeper discovery of your personal goals…not only for you and your business but the larger goals for your family and other key stakeholders.
  • Determine and set timeframes for your business and personal objectives.
  • Get things done, documents processed, implement long-term strategies, and assist with estate, succession and other personal financial matters.
We want you to be able to focus on other things in your life, knowing your financial matters are taken care of.

Learn how to reduce anxiety by using our “Business Sellability” scoring system.

The Real Benefit to You

The time you spend managing competing priorities, including personal and business finances, can create a burden or looming pressure. It’s important to have someone to trust. Our senior advisors are, themselves, experienced family business owners. We not only understand your unique challenges, we speak your language and have traveled the same road. We serve as a confidant and sounding board. The real benefit to you is knowing informed decisions are being made with an expert team that does all the key work. We take on all aspects for what is needed for retirement, business ownership transitions and other personal and family objectives. We are able to tell you the truth about where you are financially and help you plan accordingly.

From our family business to yours, 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.

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

FAMILIES

PRE-RETIREES / 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
2021 Annual Retirement Contribution Limit Changes
Wednesday, November 25, 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?