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What Is Your Investment Philosophy?

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What Investment Reporting Will I Receive?

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How Often Do You Rebalance My Portfolio?

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How Do You Manage the Impact of Taxes on My Portfolio?

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Do You Provide Tax Loss Harvesting?

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How Am I Involved in Portfolio Decisions?

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What Additional Questions Should I Ask Prior to Selecting an Investment Advisor?

 
Fiduciary Duty
10 Questions
5 Reasons to Think TWP
Field Guide to Choosing an Advisor
 
 

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.
 
Total Wealth Planning Associations
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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
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Quarter 3, 2018 Market Review
Monday, October 8, 2018


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