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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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Your security is important to us. And also to Schwab
Posted By:  Rob Siegmann MBA
Thursday, October 3, 2019

Your security is important to us. And also to Schwab

In the ever-evolving environment of cybercrime, we enjoy our partnership with Schwab Institutional in being vigilant about protecting client’s data, privacy and of course, a lifetime of savings. Both Schwab and Total Wealth Planning have heavily invested in technology, training and monitoring to achieve this peace of mind for clients.

If you have not already done so, we recommend that you should consider the following resources to enhance your account protection.
  1. Two-step verification for Schwaballiance.com. Enhanced authentication adds a layer of security to your Schwab login ID and password. Clients can sign up by logging in at schwaballiance.com and selecting Manage Two-step Verification. From there, two options will be available:
    • “Only on untrusted devices” - will only request two-step verification when you login from a device that is public, shared, unknown, or otherwise untrusted.

    OR

    • "Always on login" - will request two-step verification at every login, on all devices.
  2. Enable a unique password or your biometric VoiceID to prevent someone who may have your personal information (think Identity Theft) from calling Schwab to impersonate you. You can do this by calling the Schwab Alliance team at 800-515-2157, but this feature is only available after you have established your online login with Schwab.
  3. Visit SchwabSafe to learn more about how you and Schwab can further safeguard your information.
At the end of the day, it’s all about trust. We enjoy our partnership with Schwab Institutional to provide our clients unparalleled protection, peace of mind, and a robust toolkit for investing and managing your life’s savings. We take this honor very seriously and so does Schwab. If all of the above protections fail, you should know that Schwab’s Security Guarantee states: Schwab will cover 100% of any losses in any of your Schwab accounts due to unauthorized activity. You can read the terms and other fine print here.

We’re honored to be your trusted advisor. Our team is here to serve you if you have any questions.



 
 
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    • 08/26/2020 - The Real ID Act grants one yea
    • 08/05/2020 - Five Years of Shredding and Go
    • 03/26/2020 - Cybersecurity for Remote Worke
    • 10/03/2019 - Your security is important to
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    • 09/21/2018 - The Equifax Breach - One Year
    • 02/22/2018 - Signs of Tax Identity Theft
    • 09/08/2017 - Equifax Data Breach
    • 05/17/2017 - How to Protect Your Personal D
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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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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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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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