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Field Guide to Choosing
Finding qualified, independent financial advice should not be difficult. But it is for many hard-working Americans. With so many people claiming to be financial planners, financial advisors, financial counselors, wealth managers, how do you know when you’ve found someone who can really help you?
The National Association of Personal Financial Advisors created this Field Guide to help.
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10 Questions for your Potential Advisor
5 Financial Reasons to choose Total Wealth Planning when thinking about Financial Management
Contact Total Wealth Planning
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.
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.
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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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
Total Wealth Planning is pleased to announce that Schwab has reduced the trading costs on ETFs (Exchange Traded Funds) to $0.
Monday, October 14, 2019
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