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4665 Cornell Rd, Suite 160, Cincinnati, OH 45241
11495 N Pennsylvania St, Suite 235 Carmel, IN 46032
About
About Total Wealth Planning
Our Team
History
Virtual Tour
Careers
Reviews/Awards
Credentials
Disclosures
Services
Financial Planning
College Planning
Insurance Planning
Philanthropy
Tax Planning
Estate Planning
Investment Management
Business Planning
Retirement Planning
Virtual Services
Who We Serve
Corporate Executives
Family
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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Estate Planning
A Clients Experience With Estate Planning
Twenty years ago, I contacted a lawyer recommended by a family friend to talk about getting divorced. I’d ...
November 1, 2017
Taxes
Tax Preparation is not Tax Planning
More times than not after reviewing a new client’s tax returns, it is pretty evident of the lack ...
October 19, 2017
Investments & Market Updates
Quarter 3, 2017 Market Review
We are pleased to share a review of world capital market performance and a timeline of events that ...
October 5, 2017
Security & Privacy
Equifax Data Breach
Equifax announced yesterday that there was a cybersecurity breach in July, and 150 Million US consumers were affected. ...
September 8, 2017
Firm Updates
A Fee-Only Fiduciary for all Wealth Planning clients, not just for Retirees
As you may have noticed in the news, investment advisory firms must adhere to a new Fiduciary Rule published by ...
August 4, 2017
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