Your browser does not support JavaScript
 

Blog & News

Total Wealth Planning is pleased to announce that Schwab has reduced the trading costs on ETFs (Exchange Traded Funds) to $0.
Posted By:  Chris Allen, CFP
Monday, October 14, 2019

Schwab has reduce the trading costs on ETFs to $0.

Total Wealth Planning provides holistic and comprehensive wealth planning services that are delivered by our experienced and credentialed advisors. This "total" approach allows our clients to focus on the many other important areas of their lives. As part of our wealth management services, we construct highly-diversified and low internal cost portfolios under the guidance of our Chief Investment Officer, David Wilder, and the seven member Investment Committee. Dave and his team monitor client portfolios daily, and rebalance as needed to maintain the asset allocation appropriate for each client's individual circumstances. This reduction in trading costs was the vision of Chuck Schwab, long ago, to level the playing field and provide investing opportunities to all individuals, regardless of their net worth or income. For our clients, the reduction is a welcomed ability for us to reduce trading expenses and allows us to deliver services to you in an even more cost-effective manner. We'll continue to support the peace of mind of our clients by collaborating with our partners such as Schwab and others to put client interests first.

Are you on track to achieve your biggest financial goals? Download our Financial Fitness Self Assessment HERE

Do you have questions surrounding this announcement or about becoming a client?
We are always at your service - please click the link below to schedule a meeting with a team member at your convenience. Of course, you can always call our office at (513) 984-6696 as well.

SCHEDULE HERE





 
 
Subscribe To Our Blog

Blog Categories

  • In the News
  • Business Owners
  • Charitable Planning
  • Client Experience
    • 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
    • 05/09/2019 - Awake at Night Worrying?
    • 01/03/2018 - Our Favorite [Financial] New Y
    • 03/22/2017 - Our Enhanced Client Portal
    • 03/06/2017 - Fee-Only Advice: What It Means
  • College Planning
  • Estate Planning
  • Executive Compensation
  • Firm Updates
  • Investments & Market Updates
  • Retirement Planning
  • Security & Privacy
  • Taxes
  • Financial Planning
 

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.

Learn More
 

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.




Learn More
 

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.


Learn More

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.


Total Wealth Planning Associations
WE ARE PROUDLY ASSOCIATED WITH

CONTACT INFO


 

WHAT'S NEW AT TWP


       
CORPORATE EXECUTIVES

WEALTH-BUILDING FAMILIES

RETIREES

BUSINESS OWNERS

DISCLOSURES
ECONOMIC OUTLOOK

BLOG & NEWS

VIDEO LIBRARY

FORM CRS
   
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
Retirement Blunders to Avoid
Monday, September 14, 2020


SEE MORE >

Follow us on Google+
Blog & News
Follow us on Twitter
Find us on Facebook
DISCLOSURES | COPYRIGHT © 2020. TOTAL WEALTH PLANNING. ALL RIGHTS RESERVED.
GET STARTED
READY TO
GET STARTED?