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Our Promise To You

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, children, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security.
 

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 encourage everybody interested in coming to like our Facebook event page at 
https://www.facebook.com/events/627839701150056

We look forward to serving you!

Total Wealth Planning Team!




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.
Shred Day 2019

Shred Day 2019

Shred Day 2019
 

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.

Total Wealth Planning Associations
WE ARE PROUDLY ASSOCIATED WITH

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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
Rob Lemmons and Dave Wilder, Getting Retirement Right, to be aired on Channel 12 and Channel 64!
Monday, April 12, 2021

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