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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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Five Years of Shredding and Going Strong
Posted By:  Rob Siegmann MBA
Wednesday, August 5, 2020

2020 Shred Day - Our Fifth and Largest Year!

Thanks to all who participated in our 2020 annual shredding event last Friday. This year not only marked our fifth year of serving the community to shred and securely recycle paper and computers, but we experienced five times the carloads. This proved the need in the community following months of stay-at-home orders and plenty of cleaning and purging. We host this free community event each year as part of our effort to prevent identity theft and promote recycling. Our team persevered by serving. Additionally, we honor our value of going the extra mile and unloaded cars, trunks, trucks, and even a large box trailer.

We are grateful for the cooperating weather and please to be of such service to our community.

  • 580 car loads
  • Shredding and recycling of ~30,000 lbs of paper. 5 different Shred-It trucks had to come to our rescue.
  • 80 computer and laptop hard drives destroyed and recycled with Cohen, another great Cincinnati family company.
  • Fantastic weather with a faster moving line to shred on site.

The COVID-19 pandemic called for a change to our normal fun conversation and shredded BBQ sandwiches, but we were happy to serve such a large number of Blue Ash, Montgomery, West Chester and Mason residents. Our company intends to hold a community shredding event annually each June, so please keep your eye on www.twpteam.com/shredday for details next year.

I'm a bit of a videographer novice, so I'm happy to share a few time lapses from the event. I hope you enjoy.

Our hard-working team would enjoy the honor to serve your family's money guidance needs. A conversation with an advisor is complimentary and without judgement or pressure.

We hope you have a delightful rest of your summer!





 
 
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    • 08/26/2020 - The Real ID Act grants one yea
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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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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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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
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