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Welcome to the Client Portal

New Users

Total Wealth Planning’s client portal provides the following features and benefits for our client:
  • Access the same current and historical database we use to prepare your investment reports
  • You can use this information to view balances, rate of return, or research a specific set of transactions. You can do this from your inception of working with us (and with FMG)
  • Securely store, access, and share documents, photos, or other important information, such as: tax returns, insurance policies, estate documents, scans of wallet contents or passports, or other important documents and photos
  • Access timely and relevant communications from our investment department

How to Register?

Existing clients can request a username and password from our team. (Please allow a couple days to setup and personalize your portal).

Email portal@twpteam.com to request your username and password.

Watch Our Instructional Videos

Portal Overview (6:02 min)
Setting up Notifications/Text updates (1:52 min)
Accessing Related Portfolios (1:22 min)
Accessing Your Quarterly Statements (1:20 min)



You can also download the Client Portal Overview reference guide we’ve assembled for you.
Portal Login
Portal Registration
Portal Overview Video
Quarterly Statement Access
Setting up Notifications/Text Updates
Accessing Related Portfolios
Client Portal Overview Reference Guide
 

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.


Total Wealth Planning Associations
WE ARE PROUDLY ASSOCIATED WITH

CONTACT INFO


 

WHAT'S NEW AT TWP


       
CORPORATE EXECUTIVES

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RETIREES

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ECONOMIC OUTLOOK

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VIDEO LIBRARY

   
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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