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Investments & Market Updates

Quarter 1, 2017 Market Review

We are pleased to share a review of world capital market performance and a timeline of events that …

Total Wealth Planning
Retirement Planning

This is 50: Retirement Planning Questions for the Homestretch of Your Career

They say 50 is the new 40. People are living longer than ever. There was a time when …

Total Wealth Planning
Client Experience

Our Enhanced Client Portal

Many of our early adopter clients have been pleased with using our secure client portal. If you’re not …

Firm Updates

Total Wealth Planning Sponsors the Shamrock Shuffle

In addition to Total Wealth Planning sponsoring the 5k event in West Chester, Rob Siegmann and Sean Vaught …

Client Experience

Fee-Only Advice: What It Means for You

“I think I pay my advisor a fee. But I also think there’s a commission, too. Actually, I’m …