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OUR PROMISE TO YOU

What makes us distinct is 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, kids, 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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Shred Day 2018
Posted By:  Sean Vaught
Monday, June 11, 2018

Thanks to all who participated in our 3rd annual shredding event last Friday.  We host this free community event each year as part of our effort to prevent identity theft and promote recycling of unwanted paperwork (sensitive or not).  Additionally, we honor our value of going the extra mile and provided volunteers to unload boxes and bags from cars, and served participants a shredded BBQ sandwich. 


We had another successful event, and most importantly, cooperating weather. 


•          135 car loads and over 200 sandwiches served

•          Shredding and recycling of ~6,000lbs of paper

•          Great food & conversation

•          Fantastic weather with very short wait times 


We awarded one lucky winner tickets to see the Reds play the Pirates later this Summer, and to enjoy free food and drink in the Champions Club seats.  Our company intends to hold this event annually in early June, so please keep our phone number and website handy for updated details (www.twpteam.com/shredday) on the next event date. 

View the Shred Day 2018 infographic here.


If you missed the event, you may enjoy watching our video and joining us next year.


If you and your family are seeking financial planning or investment guidance, we would be honored if you considered our firm for those needs.  We would also be happy to provide an objective second opinion on the advice you currently receive, and if you’re getting comparable to the Total Wealth Planning approach. 


Thanks again and we hope you have a delightful summer!

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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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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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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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