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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.
 
Rob Lemmons - CFP®, CPA, AIF®, CEPA – Principal & Director of Financial Planning

Rob Lemmons

    As Director of Financial Planning, Rob is responsible for every client’s financial planning experience with Total Wealth Planning. His team’s unique, comprehensive discovery process helps clients set specific financial and personal goals and objectives. A Principal, Rob’s professional passion drives developing a customized, Total Wealth Plans for wealth management clients. His credentials cover:
    • 20+ years of financial planning, investment advice and tax reduction strategies to affluent clients located worldwide
    • Specializes in maximizing wealth for retirement and financial independence; expertise in corporate retirement plans and complex executive incentive compensation programs such as non-qualified employee stock options, incentive stock options, and restricted and performance based shares
    • Expert on employee benefits including those offered through Procter & Gamble, Chevron, General Electric, Johnson and Johnson, Fifth Third Bank and other Fortune 500 companies
    • Certified Public Accountant (CPA), CFP®, and Certified Exit Planning Advisor (CEPA)
    • Member of American Institute of Certified Public Accountants, Ohio Society of CPAs, Financial Planning Association (FPA)
    • Registered Financial Advisor with National Association of Personal Financial Advisors (NAPFA)
    • Accredited Investment Fiduciary AIF® designation through the Center for Fiduciary Studies in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business
    Rob is frequently invited to speak on financial planning and tax advisory topics. He enjoys spending time with his three children, coaching various sports and regularly volunteering at his children’s school. Rob serves on the board of the Over-The-Rhine & Walnut Hills Soup Kitchens & Pantry.
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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.


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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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