Category: Client Experience
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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Our Enhanced Client Portal
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 ...
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Fee-Only Advice: What It Means for You
“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, ...
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