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OUR PROMISE TO YOU

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.
 

History

Our Cincinnati based firm is celebrating 30 years of providing comprehensive financial planning and investment services to our clients. As we continue to grow with you, we have been listening to your feedback and are proud to announce a change – FMG is now Total Wealth Planning.

Today, Total Wealth Planning is recognized as a leading, fee-only wealth management firm. 

Envisioning the “Right Thing” in 1989

Total Wealth Planning traces its roots back to 1989, and was established as a different kind of company among its many competitors, both large and small. It began as a mere vision under the name of Financial Management Group (FMG) using the founder’s home-based desk and computer. FMG became Total Wealth Planning in August 2015, and has grown into a well-respected, independent wealth management advisory firm with clients located worldwide.

Over the years, the firm has assembled a “dream team” with a passion for running a Cincinnati based financial investment services firm “the right way” by putting client’s interest first. The team’s principles are to make our clients’ lives better based on their specific goals and objectives. As a result, our working relationships with clients often become long-lasting multi-generational partnerships.

The Vision of Listening

Our industry includes different kinds of financial services companies who don’t share a long term approach to put clients’ interests first. Many with names you know who offer the same blah, blah, blah pitch. In reality, many deceptively operate to better themselves, despite their clients best interest.

Based on a culture of transparent communication, our firm embraces trustworthiness, objective problem-solving, and compassion and admiration towards our clients. The company is dedicated to providing our clients a competent and responsive financial advisory firm based on:
  • Being a fee-only company
  • Providing high quality, responsive service
  • Avoiding the high pressure, product-based sales approach
Looking at our 30 years of experience, we’ve educated our clients, industry and the public about some of the misconceptions within financial services. As a result, we’ve served hundreds of clients and built long-term relationships. That’s why 90% of our business comes from referrals.

The commitment and founding principles of our founder, Brett Wilder, built today’s firm, and we’re here to help you achieve your wealth management goals and objectives. Our team celebrates those principles and your wealth, health and happiness.
 
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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.


Total Wealth Planning Associations
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WHAT'S NEW AT TWP


       
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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
FAFSA Application Season Starts October 1st
Tuesday, September 22, 2020


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