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Category: In The News

Financial Management Group Rebrands as Total Wealth Planning

Cincinnati – area financial and wealth planning firm Financial Management Group is now known as Total Wealth Planning. “After 25 years, we have a new ...
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Business Courier Highlights Total Wealth Planning Succession

Total Wealth Planning announces the firm principals Dave Wilder, Rob Siegmann & Rob Lemmons are the new owners of the company.
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Seven Tips to Avoid Fraud Schemes

Rob Siegmann gives advice on avoiding fraud schemes in the Cincinnati Business Courier.
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Don’t Fall for Ponzi Schemes

Rob Siegmann featured in Howard Ain’s Indian Hill Journal article about how to avoid Ponzi schemes.
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Financial Advisor IQ.com – How Advisors Search for Stand-Out Managers

Jon Andre featured in Advisor IQ speaking about choosing the best suited portfolio managers for clients.
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Total Wealth Planning Named National Wealth Management Leader

Financial Advisor magazine ranks Total Wealth Planning as a top company in assets managed nationwide. http://local.cincinnati.com/share/story/208577
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Pay Student Loans Faster

Rob Siegmann gives advice on making the decision to pay off student loan debt or investing the money.
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Avert College Debt

Rob Lemmons guest column on teaching children about money.
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Differences Between Fee-Only Advisers Rob S. Article

Rob Siegmann explains the truth and value of a fee-only, comprehensive wealth management advisory relationship.
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Baby Boomers Funding Family Trips Article Jon Andre Quoted

Jon Andre speaks about vacation ideas for baby boomers that want to fund multi-generational family vacations.  
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