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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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    • 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
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INVESTMENT
MANAGEMENT

Your investment philosophy should be grounded in academic research and financial science. Our team will build you an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.

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RETIREMENT AND
TAX PLANNING

Figuring out how to recreate your paycheck or developing a spending policy should not be an overwhelming exercise. Our team has the expertise to help with retirement portfolio, tax strategies, distribution planning, social security maximization strategies and more.

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HOLISTIC/COMPREHENSIVE
PLANNING

We’ll have discovery conversations, gather and organize your data, then craft comprehensive plans to achieve your life and financial goals. As our ongoing commitment, we consistently monitor and tweak your plan to ensure you’re on track and surprises are minimized.

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WE'VE BEEN LISTENING
FOR OVER 30 YEARS

Life brings many transitions. Find the right advisor to fit your needs on a fee-only basis, and take the first step in the journey. Total Wealth Planning's team of Certified Financial Planners® guides Cincinnati families and associates through transition.


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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
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