Your browser does not support JavaScript
 

Blog & News

We're excited to introduce Holden Varvel to our firm!
Posted By:  Chris Allen, CFP
Tuesday, November 19, 2019

Dear Clients and Friends,

Thanks in large part to introductions from our clients, we have been blessed with a steady growth of new clients. To support our growth and maintain an extra-mile service in our comprehensive services, we are excited to announce the hiring of Holden Varvel who joined our team as an Associate Wealth Advisor last month.

In his role, Holden will become an integral part of our client service team in providing solutions and support to client service requests as well as meeting preparation and follow-ups. He will also support the financial planning team by preparing retirement cash flow projections, tax analysis, college funding projections, insurance reviews, as well as other comprehensive planning analysis or needs.

Prior to joining the firm, Holden helped clients with tax, life insurance, payroll and bookkeeping solutions. He earned his BSBA in International Business from Lee University and is studying for the series 65 Investment Advisor Representative license. We invite you to review his and other team member profiles here.

Holden is an Ohio native who returned home after spending his college years in Tennessee, where he met his wife, Brooke. He and Brooke live in Sycamore Township and love exploring the city, staying active, and serving in their church.

As we grow, it's important that we keep our family-like culture and that's why we're excited to have Holden join our team. Your continued confidence in our services is extremely important to us, and we appreciate it.



 
 
Subscribe To Our Blog

Blog Categories

  • In the News
  • Business Owners
  • Charitable Planning
  • Client Experience
  • College Planning
  • Estate Planning
  • Executive Compensation
  • Firm Updates
    • 11/19/2019 - We're excited to introduce Hol
    • 08/08/2019 - Total Wealth Planning Named A
    • 06/11/2018 - Shred Day 2018
    • 12/11/2017 - 2017 Best Place to Work
    • 11/13/2017 - Holiday Open House 2017
    • 08/04/2017 - A Fee-Only Fiduciary for all W
    • 07/21/2017 - Total Wealth Planning Named Go
    • 06/21/2017 - Total Wealth Planning Welcomes
    • 03/20/2017 - Total Wealth Planning Sponsors
    • 12/21/2016 - Results From Our 2016 Client S
  • Investments & Market Updates
  • Retirement Planning
  • Security & Privacy
  • Taxes
  • Net Worth
 

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.

Learn More
 

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.

Learn More
 

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.

Learn More

WE'VE BEEN LISTENING
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.


Total Wealth Planning Associations
WE ARE PROUDLY ASSOCIATED WITH

CONTACT INFO


 

WHAT'S NEW AT TWP


       
CORPORATE EXECUTIVES

WEALTH-BUILDING FAMILIES

RETIREES

BUSINESS OWNERS
ECONOMIC OUTLOOK

BLOG & NEWS

VIDEO LIBRARY

   
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
Less Cash in Your Portfolio Yields More Money in Your Pocket
Tuesday, December 3, 2019


SEE MORE >

Follow us on Google+
Blog & News
Follow us on Twitter
Find us on Facebook
DISCLOSURES | COPYRIGHT © 2019. TOTAL WEALTH PLANNING. ALL RIGHTS RESERVED.
GET STARTED
READY TO
GET STARTED?