Our Promise to You

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, children, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security.

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…

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…

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…

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…

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…

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…

Corporate Executives

Corporate
Executives

Compensation, stock options and financial decisions can get complicated. You don’t have to sort out all the information or chase down answers yourself.

Families

Families

We cater to all members of your family and guide you through life events, setting milestones, and letting you know where you stand.

Pre-Retirees / Retirees

Pre-Retirees
/ Retirees

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

Business Owners

Business
Owners

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

Emerging Affluent

Emerging
Affluent

It is our privilege to work with emerging executives and professionals who are bright and educated in their field.

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.