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Total Wealth Planning
College Planning

College Planning for High Net Worth Families (Pt 2) – Financial Aid College Planning for High Net Worth Families

College planning is a complex process. Understanding all of the strategies and determining which ones apply to your …

Total Wealth Planning
Executive Compensation

Maximizing Your Executive Equity Compensation Plans

If you are fortunate enough to be an executive with equity compensation, you have many opportunities available to …

Total Wealth Planning
In The News

Rob Siegmann Named Business Courier 40 Under 40 Winner!

Rob Siegmann has been named as one of the Cincinnati Business Couriers 40 Under 40 for 2015!  

Total Wealth Planning
In The News

Do you Still Need an Emergency Fund as You Get Older

Rob Siegmann gives advice on keeping an emergency fund as you near retirement.

Total Wealth Planning
In The News

Total Wealth Planning is Ranked #351 in the Financial Advisor 2016 RIA Ranking

FA Magazine has ranked Total Wealth Planning #351 in the 2016 RIA Rankings.