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About
About Total Wealth Planning
Our Team
History
Careers
Reviews/Awards
Credentials
Disclosures
Services
Financial Planning
College Planning
Insurance Planning
Philanthropy
Tax Planning
Estate Planning
Investment Management
Business Planning
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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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Firm Updates
Total Wealth Planning Expands Ownership and Announces Chris Allen, CFP® as It’s Newest Shareholder
Cincinnati, OH – March 8, 2023 – Total Wealth Planning, LLC (the “Firm”) is pleased to announce the ...
March 9, 2023
Client Experience
Why Should You Hire a Financial Advisor?
Is partnering with a trusted financial coach one of your new years goals? Have you started your search ...
February 17, 2023
Investments & Market Updates
For the Love of Money and Movies
Today, I’m sharing some content from another COO in the financial advisory business, Nick Maggiulli, who is an ...
February 6, 2023
Investments & Market Updates
Quarter 4, 2022 Market Review
Thank you for your interest in Total Wealth Planning’s Quarterly Market Review. This Review provides an update on ...
January 9, 2023
Taxes
SECURE Act – the Sequel
Secure Act 2.0 (The sequel) The world of retirement planning has seen a whirlwind of changes in the ...
January 5, 2023
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