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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.
 
The Total Wealth Plan

Total Wealth Plan

The Total Wealth Plan. Navigating the path to financial success requires a Total Wealth Plan, our proprietary “road map”. Working by your side, we’ll guide you step by step to achieving financial security and independence.

CLICK HERE to download the questionnaire.

This review and planning process helps you organize information and determine strategies for achieving results that are right for you:
  • Your financial affairs will be organized
  • We will work with you to identify your needs and goals in life
  • Develop your personal assets and liabilities financial statement
  • Analysis of current cash inflows and outflows
  • Your tax situation will be analyzed and incorporated into your financial plan
  • Identify goals and develop a strategy for funding children’s education
  • Create and manage your on-going diversified investment portfolio, based on personalized risk tolerance
  • Your employee benefits will be reviewed, such as your life and disability insurance coverage, deferred compensation retirement and profit sharing plans, and if applicable, executive compensation incentive plans including restricted stock and employee stock options.
  • Your current insurance coverage will be reviewed and your needs will be addressed
  • Your estate plan will be reviewed and updated, if necessary, with your attorney
  • Design and implement a plan to achieve your life goals and a financially secure retirement
Go ahead, dream, plan, prosper. We’re listening. Contact Us today to start your Total Wealth Plan.
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Total Wealth Plan Questionnaire
 

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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