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Multi Generational Wealth

High Net Worth - Keep it “All in the Family”

Does your family’s estate plan guard against misuse, broken relationships, loss of wealth and family values?

Do family members clearly understand how you want them to use your wealth to build healthy relationships?

Are your business associates and family member aligned about who should receive ownership, management, and control rights of your accumulated wealth?

If those questions keep you awake at night, or are already causing rifts, you should schedule an appointment with a trained wealth advisor. TWP can help your heirs inherit your relational values before they inherit the value of what you own.

Additionally, high net worth and affluent families may not stress about monthly budget or bills. But many don’t focus on their long-term financial commitments, such as funding a college education or saving for retirement. Unfortunately, failing to evaluate, plan, and save - according to their future cash flow requirements - can create future cash flow problems.

Because the TWP family cares about each other and our clients, we understand how to address your family needs. 
 
Fiduciary Duty
10 Questions
5 Reasons to Think TWP
Field Guide to Choosing an Advisor
 

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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WE ARE PROUDLY ASSOCIATED WITH

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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 is pleased to announce that Schwab has reduced the trading costs on ETFs (Exchange Traded Funds) to $0.
Monday, October 14, 2019


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DISCLOSURES | COPYRIGHT © 2019. TOTAL WEALTH PLANNING. ALL RIGHTS RESERVED.
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