Shred Day 2020

As part of our effort to prevent identity theft and promote recycling of unwanted paperwork (sensitive or not), we're offering the community a chance to shred and recycle all those old documents found during your spring cleaning efforts. We will have Shred-It trucks on site and ready to shred and recycle your unwanted papers & files.

The event will be held Friday, July 31st, 2020 from 11:30am to 1:30pm at our office location, 4665 Cornell Rd (corner of Reed Hartman and Cornell), Blue Ash, OH 45241

This will be a no contact event - our team will unload your boxes, bags, etc. from your car, truck, trunk, etc.

We look forward to seeing you soon!

Total Wealth Planning Team!

TRAFFIC FLOW MAP

Please take a look out our info graphic from Shred Day 2019.

document shredding event

To Shred or Not to Shred

Check out our quick guide to organizing your financial and household documents.

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 30 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.