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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.
 

Financial Management Group Rebrands as Total Wealth Planning

Cincinnati-area financial and wealth planning firm Financial Management Group is now known as Total Wealth Planning.

“After 25 years, we have a new name and new ownership,” says Rob Siegmann, the company’s Chief Operating Officer. “As Total Wealth Planning, we want to make sure that our purpose as a firm and financial services company are clear to customers old and new.”

Founder Brett Wilder embracing the change stated, “I’m confident in the experienced leadership team at the company, and their commitment to continue providing clients a competent and responsive ‘Total Wealth Planning’ experience.” The team includes Rob Siegmann, Principal & Chief Operating Officer, Rob Lemmons, Principal & Director of Financial Planning, and Dave Wilder, Principal & Chief Investment Officer.

As employees and now owners, Siegmann, Lemmons, and Wilder have had first-hand experience building Total Wealth Planning’s image and reputation. While the new name and rebranding suggest changes, there are no plans to change staff, fees, or services.

Total Wealth Planning will continue to provide fee-only services as a fiduciary firm, concentrating on the best interests of its clients.

“The rebranding is our way of focusing on the service we provide to our customers and making sure our messaging aligns with our business,” says Siegmann. “We are celebrating 25 years in business and planning for the next 25 years in business.”

ABOUT TOTAL WEALTH PLANNING: Formerly Financial Management Group, Total Wealth Planning is an independent, Securities & Exchange Commission (SEC) Registered Investment Advisor. The firm began operating as Total Wealth Planning in August 2015. Total Wealth Planning is a member of the Better Business Bureau serving Greater Cincinnati. Founded in 1989, the company is celebrating 25 years of helping clients build wealth, plan for college & retirement, manage executive compensation, and building family legacies. Find them online at http://www.twpteam.com 
 
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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
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Tuesday, September 22, 2020


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