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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 Siegmann - Principal & Chief Operating Officer

Rob Siegmann

As Chief Operating Officer, Rob directs Total Wealth Planning operations, client services, human resources and marketing activities. He also manages the firm’s compliance program to maintain a firm culture of compliance and to ensure all regulatory requirements are met and well documented.  As a firm Principal, Rob also works closely with guiding a limited number of clients, many of which have been with the firm since the founding.

His background and experience include:
  • 26+ years experience in financial planning, investment management, and business management.
  • Bachelor of Science and Business Administration and Masters of Business Administration from Xavier University with a focus on finance.
  • Series 65 licensed Investment Advisor Representative; member of National Association of Personal Financial Advisors (NAPFA); charter member of the National Advisor Confidence Index

  • Quoted in articles appearing in Wall Street Journal, Kiplinger’s Personal Finance, Yahoo Finance, Financial Advisor Magazine, Business Courier, Indian Hill Journal and several others.
 Additionally, Rob is engaged with:
  • Active supporter and former board member of the Boys and Girls Club of West Chester/Liberty
  • Volunteer and Fund holder with the Community Foundation of West Chester/Liberty

  • 2019 Hero of Character by the Cincinnati Character Council.
  • 2015 40 under 40 by the Business Courier
  • C-Change Class 9 "the 513" alumni
  • Group moderator and adjunct board advisor of HIFON, a national operations networking group of over 150 leading RIA firms.
When not in the office serving clients and his team, Rob is a passionately involved father of three and enjoys the arts, traveling, SCUBA, sporting clays, hands-on projects, poker and other games of strategy. 
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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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