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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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How Do We Help?
Posted By:  Chris Allen, CFP
Wednesday, May 6, 2020

How Do We Help?

At Total Wealth Planning we embrace the fiduciary standard requiring us to always act in our client's best interest, at all times. We strive to provide an exceptional client experience in our expert areas of financial planning such as retirement planning, investments, tax planning, estate planning and insurance and risk management sets us apart. We do this in four distinct areas:

Competence

  • Financial Planning
  • Holistic Asset Integration
  • Investment Selection and Monitoring
  • Asset Allocation and Rebalancing
  • Risk Management
  • generating Income Strategies
  • Tax and Estate Considerations
  • Specialized Expertise

Convenience

  • Time Saving
  • Great Personalized Service
  • Coordinate Trusted Professionals
  • Integrated and Holistic View
  • Vendor Selection and Monitoring
  • Secure Technology
  • Safeguarding Assets

Coaching

  • Education
  • Saving and Spending
  • Adherence to Plan and Goals
  • Set Realistic Expectations
  • Emotions, Biases and Stress
  • Objective Feedback
  • Trusted Second Opinion
  • Telling the Truth
  • Life and Business Transitions

Continuity

  • Spousal Involvement
  • Joint Objectives
  • Children Engagement
  • Family Values
  • Multigenerational Planning
  • Legacy
  • Philanthropy
At Total Wealth Planning we help our clients every day answer these important and at times stressful questions. Who's helping you?

Financial planning is complex and requires the guidance of a trusted and experienced advisor, such as a fee-only Certified Financial Planner™ (CFP®), who plans comprehensively, and with a complete understanding of your particular concerns and goals in life.

For more information about the financial planning strategies we utilize, please visit us at www.twpteam.com or contact directly Rob Lemmons, CPA, CFP® at 513-984-6696.



 
 
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Blog Categories

  • In the News
  • Business Owners
  • Charitable Planning
  • Client Experience
    • 05/14/2020 - Mistakes to Avoid When Hiring
    • 05/06/2020 - How Do We Help?
    • 02/05/2020 - How Our Expertise Benefits Cli
    • 10/14/2019 - Total Wealth Planning is pleas
    • 08/12/2019 - Money Buys Some Happiness. The
    • 05/09/2019 - Awake at Night Worrying?
    • 01/03/2018 - Our Favorite [Financial] New Y
    • 03/22/2017 - Our Enhanced Client Portal
    • 03/06/2017 - Fee-Only Advice: What It Means
  • College Planning
  • Estate Planning
  • Executive Compensation
  • Firm Updates
  • Investments & Market Updates
  • Retirement Planning
  • Security & Privacy
  • Taxes
  • Financial Planning
 

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
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