Category: Client Experience

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 …

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 …

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 …

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 …

  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 …

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

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. …

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 …

Many of our early adopter clients have been pleased with using our secure client portal. If you’re not using the portal yet, here’s a few features that …

“I think I pay my advisor a fee. But I also think there’s a commission, too. Actually, I’m really not sure.” At Total Wealth Planning, …