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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.
 

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. 
 
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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
WE ARE PROUDLY ASSOCIATED WITH

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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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