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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.
 

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You Get Second Opinions on Everything. So Why Not Consider a Second Opinion on Your Financial Advice?

Medical diagnoses, car issues, home repairs, vacation destinations – no matter the decision, you always seek out informed opinions. So why haven’t you sought a second opinion on something as important as your financial plan?

At Total Wealth Planning, we believe that the best decisions are informed decisions. We want our clients to be confident in any action they take or recommendation they accept. We strongly believe in second opinions because they tend to lead to better decisions and better outcomes.

If you haven’t had a second opinion on your financial plan, perhaps now is the time to do so. Our second opinion service offers you a no judgement, no pressure, and no cost review of all areas of your financial life.

Since 1989, we have offered clients a unique wealth management experience that includes:

Wealth management, not investment management. There is a distinction between the two. Investment management focuses only on investment outcomes. Wealth management focuses on your entire financial picture, including investments. We believe the only way to help you reach your goals is to help with every piece of the puzzle.
Independent, fee-only advice. We are 100% fee only, meaning we aren’t beholden to any product, institution, investment manager, or other party. We answer to our clients, and only our clients.

A true fiduciary partnership. We proudly abide by fiduciary standards, the most rigid in the industry. That means we have a legal obligation to act in your best interest, not ours.

Personalized and complete solution. We know there are no cookie-cutter solutions and strategies because there are no cookie-cutter goals and challenges. We tailor our thinking and our solutions to your unique objectives and concerns.
If you get a second opinion on your car, doesn’t it make sense to get a second opinion on your financial future?

Contact us to schedule a time to meet and what information we’ll require to provide you an objective and complete second opinion on the financial advice you’re receiving.
 
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Business Planning: Your Sellability Score
 

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
Growth triggers fee reductions in DFA funds
Tuesday, November 10, 2020


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