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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

CLICK HERE TO GET STARTED

  • 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

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.

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RETIREMENT AND
TAX PLANNING

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.

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HOLISTIC/COMPREHENSIVE
PLANNING

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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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
513-984-6696 513-984-6696
info@twpteam.com info@twpteam.com
Total Wealth Planning named finalist in Cincinnati Business Courier's 2-10 Best Places to work!
Monday, September 16, 2019


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