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About
About Total Wealth Planning
Our Team
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Careers
Reviews/Awards
Credentials
Disclosures
Services
Financial Planning
College Planning
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Philanthropy
Tax Planning
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Investment Management
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Virtual Services
Who We Serve
Corporate Executives
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Pre-Retirees / Retirees
Business Owners
Emerging Affluent
Resources
Economic & Investment Outlook
Total Wealth Plan
Blog & News
Calculators
Video Library
5 Reasons
Fiduciary Duty
10 Questions
Secure File Upload
FAQ
Contact
Schedule Introductory Conversation
Call or Text 513-984-6696
Call or Text 317-877-8000
4665 Cornell Rd, Suite 160, Cincinnati, OH 45241
11495 N Pennsylvania St, Suite 235 Carmel, IN 46032
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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 ...
April 5, 2017
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 ...
March 22, 2017
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 ...
March 20, 2017
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 ...
March 6, 2017
Investments & Market Updates
Are New Stock Market Highs a Concern?
With many stock indexes such as the Dow Jones Industrial Average and the S&P 500 hitting new market highs, some investors may ...
March 1, 2017
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