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Financial Planning

Looking for a firm to help plan your dream? As a fee-only wealth advisor firm, Total Wealth Planning embraces the fiduciary standard requiring us to always act in your best interest, at all times.

Financial PlanningOur certified financial planners (CFP®s) work with you to determine current and future goals. Total Wealth Planning doesn’t stop there. We develop a comprehensive financial plan, providing a step-by-step guide to help you achieve them. Then we go the extra mile. Total Wealth Planning will closely monitor your progress along the way, making any necessary adjustments.

Financial Planning: What’s the Process?

Comprehensive financial planning assesses your entire current financial situation by analyzing assets, liabilities, insurance, cash flow, income, taxes and investments. The process identifies your concerns. Developing and implementing a plan addresses them.

Rob Lemmons Quote “People are looking for a partnership. We can help them set goals for retirement or help fund their kids’ college. Maybe it’s transitioning assets to the next generation.”

- ROB LEMMONS, CFP®, CPA: PRINCIPAL AND DIRECTOR OF FINANCIAL PLANNING


Rob Lemmons Quote

Anyone can call themselves a financial advisor. To get started, it’s important to inquire about experience and educational background, as well as services offered. Look for an advisor who has proven experience in financial planning such as retirement planning, investments, tax planning, estate planning and insurance and risk management. Determine what qualifies the advisor to offer financial planning advice and whether he or she holds any professional designations.

Partners in Planning

Partners in Financial PlanningThe Total Wealth Plan is a comprehensive planning process that serves as an ongoing informational tool. It incorporates those adjustments required as your financial situation changes and monitors results from strategies implemented. At Total Wealth Planning, we partner with clients to:
  • Help establish your specific financial and personal goals and objectives.
  • Educate you about specific solutions. Then we create a comprehensive plan to implement strategies, including investment programs.
  • Guide you along the journey, making necessary adjustments to changing circumstances and goals.
Total Wealth Planning provides an array of financial planning services. When you work with Total Wealth Planning, you’ve found a true partnership - serving and advising you at each critical stage in life - every step of the way for:
  • College planning. Paying for, financial aid, selection, responsibilities and what to avoid.
  • Managing risk. Life, long term care, disability Insurance, property and casualty
  • Charitable giving. Strategy for planning and the right vehicles.
  • Tax planning. Assets, income, capital gains and more.
  • Estate planning. Manage and preserve your assets for later distribution.
It can be difficult enough to get where you’re going with a plan. But it’s nearly impossible to reach your goals without one. Call us today, let’s partner and plan!
 
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.
 
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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
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Tuesday, December 4, 2018


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