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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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Total Wealth Planning Welcomes a New Intern for Summer 2017
Posted By:  Rob Siegmann MBA
Wednesday, June 21, 2017

At Total Wealth Planning, we believe in giving back to our community in a variety of ways. We offer our employees matching contributions and time off to support the charities they choose to support. We also have created a win-win internship program to help local college students get a preview of what it’s like to work in a boutique wealth planning firm. In return, we get a steady flow of fresh and innovative thinking to help our business continue seeking out new ways to create value and deliver an “extra-mile” client experience.

Interns at Total Wealth Planning help us complete special projects, research new technologies, participate in educational events, and also help with some day to day operations. In return, we provide competitive compensation to all interns on top of meaningful work experience.  Since we continue to thrive as a Cincinnati wealth planning firm, we often look to interns who demonstrate the ambition, passion and intelligence to fill upcoming positions upon graduation.
  

blogWith that said, we are excited to welcome Alex Siegmann to our team as a Summer Intern. Alex

will be assisting us with special projects as he learns more about a career in the financial planning industry. We hope you have an opportunity to interact with Alex during your office visit, or at a client event. Alex is a Sophomore at the University of Cincinnati studying business and finance. He has volunteered for the Butler County Board and their special Olympics program. He is also active in a variety of other West Chester based volunteering work.  





 
 
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    • 11/19/2019 - We're excited to introduce Hol
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    • 06/11/2018 - Shred Day 2018
    • 12/11/2017 - 2017 Best Place to Work
    • 11/13/2017 - Holiday Open House 2017
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    • 07/21/2017 - Total Wealth Planning Named Go
    • 06/21/2017 - Total Wealth Planning Welcomes
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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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