We've Been Listening for Over 25 Years

  • Are you selling your business?
  • Planning for Retirement?
  • Changing Advisors?

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.

Owners must plan 3-5 years to successfully transition out. Family business owners face additional challenges. Is there life after your business?

Sellability Score

Family Business Owners

It’s complicated: compensation, stock options, and more. We know you’re busy; let us free you up to do what you do best.

Start Compensation
Planning Now

Set goals now. Define your ideal retirement. Set realistic expectations. Plan now and avoid hard lessons later.

Start building your wealth

There’s no time later to undue a wrong approach. Retire with conviction and comfort that you won’t outlive your assets.

Protect your Retirement Dream