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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 Our Expertise Benefits Clients
Posted By:  Rob Lemmons CFP®, CPA, AIF®, CEPA
Wednesday, February 5, 2020

How Our Expertise Benefits Clients

  • Reduce Complexity - Investments, taxes, insurance, and estate planning can be very complicated topics. Too much information can be overwhelming. We explain this in concise, plain-spoken terms that are relatable to our client's situation.

  • Boost Confidence and Optimism - We help establish specific financial and personal goals and objectives, educate you about specific solutions, then create a comprehensive plan to implement strategies.

  • Timely Action - We strive to deliver an exceptional experience to clients with a proactive and thorough approach.

  • Offload Unpleasant Tasks - A truly comprehensive planning service will coordinate all disciplines of the financial planning process such as: cash flow and budgeting, retirement planning, goal setting for college savings and school selection, tax return reviews and minimization strategies, objective insurance needs analysis, estate plan discussions and design, and effective charitable strategies.

  • Provide Ongoing Encouragement - We meet regularly to keep you on track. We guide you along the journey, making necessary adjustments to changing circumstances and goals.

  • Ease the Concerns of Loved Ones - Our goal is to establish collaborative, long-term relationships that span multiple generations with an emphasis on respect and confidentiality.

  • Reduce Regret and Self-Blame - We believe that a long-term working relationship is deserving of Passion, Empathy, and Integrity rather than based solely on facts, figures, and analysis. At Total Wealth Planning, we work in a judgement-free zone.

  • Save Time and Energy - We understand life's demands leave you little time for managing finances. At Total Wealth Planning, we help you navigate intricate compensation packages and personal financial issues. We will put an integrated financial plan in place, designed to help meet your needs today and into the future.

  • Reduce Tax Liabilities - Proactive tax planning throughout the year and projecting into the future.

At Total Wealth Planning, we believe in delivering extraordinary, personalized service. We are both morally and legally bound to place clients' interests first. We listen to our client's goals and use our real-life experience and expert advice to deliver an extra-mile client experience. We're here to guide you through life transitions - every step of the way. For over 30 years, we've been serving clients throughout Greater Cincinnati and the United States.

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 us directly 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
    • 08/12/2019 - Money Buys Some Happiness. The
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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
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2021 Annual Retirement Contribution Limit Changes
Wednesday, November 25, 2020


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