Are You on Track to Meet Your Biggest Financial Goals?

Do you have a detailed, comprehensive strategy? Or do you have gaps in your planning?

Download Total Wealth Planning's Financial Fitness Self Assessment today to determine how prepared you are to achieve your biggest goals and overcome life's most threatening financial challenges.

Calculate your financial fitness score and learn the action steps you can implement to take control of your financial future.

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The download is free and comes with no commitment. We think you’ll find it helpful. Don’t hesitate to contact us if you’d like to discuss your score or any of the questions raised in the assessment. Download your free copy of the Total Wealth Planning Financial Fitness Self Assessment today.

Download your free Financial Fitness Self Assessment today to learn whether you're on track to meet your biggest goals.

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.