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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.
 
Sean Vaught - Client Service & Operations Associate

Sean Vaught

Serving in a hybrid role, Sean works closely with COO Rob Siegmann and the internal operations of the firm to provide consistent and accurate reporting to clients. Additionally, he also assists with maintaining compliance procedures to ensure accuracy with the SEC. Sean also serves clients in the following manner:
  • Opens new accounts, assists clients with cash transfers (e.g. MoneyLink), completing IRA contributions, account transfers, and charitable gifting
  • Is available to assist clients with other full-service needs, including help with our client portal, Schwab Alliance, or other technology related assistance
  • Supporting the firm’s wealth planners by preparing for meetings and implementing non-security related advice with clients
  • Maintaining and ensuring the continuous use of standardized technology and modern cyber-security practices to keep client data secure
Sean joined the Total Wealth Planning team in late 2016 and wears many hats. He enjoys spending time with his wife, hiking, camping, and playing disc golf and soccer. Sean is passionate about technology and creating the best client experience for the Total Wealth Planning family.
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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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