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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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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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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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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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FOR OVER 25 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
513-984-6696 513-984-6696
info@twpteam.com info@twpteam.com
How Our Expertise Benefits Clients
Wednesday, February 5, 2020


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