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Awake at Night Worrying?
Posted By:  Rob Lemmons CFP®, CPA, AIF®, CEPA
Thursday, May 9, 2019

Awake at Night Worrying?

Do any of these concerns keep you awake at night?
  • How much money do I need to save for retirement?
  • How do I pay for my children’s college?
  • Will my money last through retirement?
  • When should I claim social security?
  • How do I pay for health insurance in retirement?
  • How does Medicare work?
  • Are there ways to reduce my taxes?
  • Can I afford to give to my favorite charities?
  • How do I talk with my grown children about the importance of saving?
At Total Wealth Planning we help our clients every day answer these important and at times stressful questions. Who’s helping you?
Financial planning is complex and requires the guidance of a trusted and experienced advisor, such as a fee-only Certified Financial Planner™ (CFP®), who plans comprehensively, and with a complete understanding of your particular concerns and goals in life.

For more information about the financial planning strategies we utilize, please contact Rob Lemmons, CPA, CFP® at 513-984-6696.



 
 
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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.

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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.

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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.

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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.


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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
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