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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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College Planning
College Planning for High Net Worth Families – College Selection
College planning is a complex process. It can be challenging, time-consuming, and extremely expensive. Understanding all of the ...
January 3, 2017
Firm Updates
Results From Our 2016 Client Survey
We feel so blessed to have such great clients who shared feedback on the services and benefits they ...
December 21, 2016
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 ...
November 18, 2016
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 ...
September 30, 2016
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!
August 9, 2016
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