Category: 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 yet? These questions can be very helpful …

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How Our Expertise Benefits Clients

Reduce Complexity –Investments, taxes, insurance, and estate planning can be very complicated topics. Too much information can be overwhelming. We explain this in concise, plain-spoken …

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Money Buys Some Happiness. These Methods Can Do More.

Everyone deserves to be happy, right? Research has shown that once you take care of basic needs, additional money doesn’t materially increase your happiness level. …

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5 Ways We Can Celebrate Our Nations Heroes this Veterans Day!

As we prepare to celebrate Veterans Day, I’d like to share a little history and also a few ways that you can honor our Veterans. …

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Our Favorite [Financial] New Year’s Resolutions

It’s that time of year when many of us think about establishing one or more New Year’s resolutions. This often means committing to improving one’s …

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Tips for Using Zoom, Teams, or Other Video Conferencing

Most of us are using some form of video conferencing these days, and there’s a good chance you’ll use it with friends and family this …

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Mistakes to Avoid When Hiring a Financial Advisor

Finding qualified, independent financial advice can be difficult. With so many people claiming to be financial planners, financial advisors, financial counselors, wealth managers, how do …

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How Do We Help?

At Total Wealth Planning we embrace the fiduciary standard requiring us to always act in our client’s best interest, at all times. We strive to …

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Total Wealth Planning is pleased to announce that Schwab has reduced the trading costs on ETFs (Exchange Traded Funds) to $0.

  Total Wealth Planning provides holistic and comprehensive wealth planning services that are delivered by our experienced and credentialed advisors. This “total” approach allows our …

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Awake at Night Worrying?

Do any of these concerns keep you awake at night? How much money do I need to save for retirement? How do I pay for …

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