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Our Promise To You

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, children, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security.
 

Freshman Year

Student To Do List:

Take challenging classes in core academic subjects. Most colleges require four years of English, at least three years of social studies (history, civics, geography, economics, etc.), three years of mathematics, and three years of science, and many require two years of a foreign language. Round out your course load with classes in computer science and the arts.

Establish good study habits and commit to a consistent study routine. Strive for a high GPA, especially in required college prep courses. Manage time effectively.

Get involved in school- or community-based activities that interest you or let you explore career interests. Consider working, volunteering, and/or participating in academic enrichment programs, summer workshops, and camps with specialty focuses such as music, arts, or science. Remember - it’s quality (not quantity) that counts. Strive for leadership positions.

Ask your guidance counselor or teachers what Advanced Placement courses are available, whether you are eligible, and how to enroll in them. Update guidance counselor about your career and college major interests and reaffirm that high school course selections remain appropriate. Formulate your sophomore year college prep course schedule.

Start a list of your awards, honors, hobbies, paid and volunteer work, and extracurricular activities to begin to build your high school resume and keep this updated throughout your high school career. This can be a useful tool for prepping for college interviews and to give to teachers who will write your letters of recommendation. You can use the linked sample resume document to get started by clicking here.

Seek summer employment for income and savings for college.

Parent To-Do List:

Talk to your child about college plans.

Keep an eye on your child’s study habits and grades - stay involved.

Encourage your child to take advanced placement or other challenging classes.

Add to your child’s college savings account regularly; and make sure you are fully aware of the provisions of the account.

Calculate an estimate of your child’s financial aid and Expected Family Contribution using www.studentaid.ed.gov/sa/fafsa/estimate to know if eligible for need-based financial, and whether legal repositioning of income and assets to increase eligibility is feasible and warranted.

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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
2021 Annual Retirement Contribution Limit Changes
Wednesday, November 25, 2020


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