Holiday Schedule

Our Office Is Open Monday – Friday 9am – 6pm

2019

Thanksgiving
Christmas Eve & Day
New Year’s Day

November 28 – 29, 2019
December 24 – 25, 2019
January 1, 2020

2020

New Year’s Day
Martin Luther King Jr. Day
President’s Day
Good Friday
Memorial Day
Independence Day Observed
Labor Day
Thanksgiving
Christmas Eve & Day
New Year’s Day

January 1, 2020
January 20, 2020
February 17, 2020
April 10, 2020
May 25, 2020
July 3, 2020
September 7, 2020
November 26 – 27, 2020
December 24 – 25, 2020
January 1, 2021

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.