Category: Client Experience
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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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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