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Flexible Portfolio

The Total Wealth Planning Flexible Portfolio is designed primarily for those clients whose household investable assets are less than $250,000 and otherwise do not need to engage us for face to face meetings or sophisticated financial planning advice. This service leverages the efficiencies of Schwab’s Institutional Intelligent Portfolio platform to easily establish accounts with Charles Schwab, while allowing Total Wealth Planning to manage the assets on your behalf.  You will also have access to talk with our team should you have questions that Schwab is unable to answer.

The Benefits of The Flexible Portfolio

  • Professional investment management team on your side
  • Discussions about enhancing your Net Worth with our team
  • No commissions or hidden charges
  • You only pay a small percentage of the assets we manage
  • Lower cost then traditional brokers and better service then software-only based investments
  • Globally diversified portfolio based on proven academic research
  • 24/7 access to your investments and performance reports
  • Ease and efficiency of online management
  • Can be anywhere in the country to participate
  • Only $5,000 account minimum

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  • You will need to enter program key: RG1Z to setup your account.
  • For each account you open, you will be asked a series of questions designed to understand your tolerance for risk and the objective of that specific account. After you complete this brief questionnaire, your Total Wealth Planning Representative will review your submission to be sure everything is setup correctly and the portfolio chosen is most appropriate for you.
  • Once setup, your account may be funded exclusively with a cash deposit. Funds can be added through a deposited check, cash journals, federal wires, and a Schwab Moneylink transfer (ACH). Securities cannot be transferred at this time. (A minimum of $5,000 is required per account.)

Your Total Wealth Planning advisor is available by phone or e-mail to answer your investment & portfolio questions.  In addition, you will receive periodic investment & economic updates from our firm.  

Further, Charles Schwab’s Representatives offers around-the-clock client assistance for account service and technical support questions. If you have a servicing question (how to make a deposit or withdrawal) or technical support question (website issues) please do not hesitate to contact a Schwab representative directly at 877-805-3399 as they are available 24/7.

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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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