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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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AdvisoryHQ Top in Cincy Ranking 2019
Posted By:  Rob Siegmann MBA
Tuesday, July 9, 2019

Total Wealth Planning included in List of Top 11 Best Financial Advisors & Wealth Management Firms in Cincinnati, Ohio.

We are pleased to announce Total Wealth Planning, LLC has again been named in the Top 11 Best Financial Advisors & Wealth Management Firms in Cincinnati, Ohio. As fee-only, fiduciary advisors, we put our clients first, providing them with unbiased and objective advice.

AdvisoryHQ evaluates Financial Advisors and Wealth Management Firms in Cincinnati, Ohio on an annual basis. Their evaluation is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. To read the full article, click here.

Summary of ranking methodology:

AdvisoryHQ's breakthrough “Top-Down Advisor Selection Methodology” is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. More detailed ranking information is available here.

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  • In the News
    • 01/13/2020 - Joel Musser wins 1st place at
    • 09/30/2019 - Rob Siegmann named a 2019 Hero
    • 09/16/2019 - Total Wealth Planning named fi
    • 07/09/2019 - AdvisoryHQ Top in Cincy Rankin
    • 07/03/2018 - Show your patriotism this 4th
    • 11/03/2017 - Rob Siegmann Quoted in Recent
    • 02/13/2017 - Rob Siegmann places 7th in the
    • 08/09/2016 - Rob Siegmann Named Business Co
    • 08/02/2016 - Do you Still Need an Emergency
    • 07/07/2016 - Total Wealth Planning is Ranke
    • 07/01/2016 - Semi-Finalist for the Goering
    • 01/25/2016 - Rob Siegmann Wins 1st Place in
    • 08/11/2015 - Financial Management Group Reb
    • 05/04/2015 - Business Courier Highlights To
    • 09/29/2014 - Seven Tips to Avoid Fraud Sche
    • 06/13/2014 - Don’t Fall for Ponzi Schemes
    • 09/18/2013 - Financial Advisor IQ.com – How
    • 09/16/2013 - Pay Student Loans Faster
    • 09/16/2013 - Total Wealth Planning Named Na
    • 08/14/2013 - Avert College Debt
    • 07/22/2013 - Differences Between Fee-Only A
    • 05/08/2013 - Baby Boomers Funding Family Tr
    • 04/15/2013 - Total Wealth Planning Quoted i
    • 04/11/2013 - Global Real Estate Back in Fav
    • 02/22/2013 - Total Wealth Planning Joins We
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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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