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Total Wealth Planning
In The News

Financial Advisor IQ.com – How Advisors Search for Stand-Out Managers

Jon Andre featured in Advisor IQ speaking about choosing the best suited portfolio managers for clients.

Total Wealth Planning
In The News

Pay Student Loans Faster

Rob Siegmann gives advice on making the decision to pay off student loan debt or investing the money.

Total Wealth Planning
In The News

Total Wealth Planning Named National Wealth Management Leader

Financial Advisor magazine ranks Total Wealth Planning as a top company in assets managed nationwide. http://local.cincinnati.com/share/story/208577

Total Wealth Planning
In The News

Avert College Debt

Rob Lemmons guest column on teaching children about money.

Total Wealth Planning
In The News

Differences Between Fee-Only Advisers Rob S. Article

Rob Siegmann explains the truth and value of a fee-only, comprehensive wealth management advisory relationship.