Category: In The News

Do you Still Need an Emergency Fund as You Get Older

Rob Siegmann gives advice on keeping an emergency fund as you near retirement.
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Total Wealth Planning is Ranked #351 in the Financial Advisor 2016 RIA Ranking

FA Magazine has ranked Total Wealth Planning #351 in the 2016 RIA Rankings.
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Semi-Finalist for the Goering Center Family & Private Business Awards!

Total Wealth Planning is a semi-finalist for the Goering Center Small & Private Business Awards.
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Rob Siegmann Wins 1st Place in the 2015 Business Courier’s Annual Stock Picking Contest

Rob Siegmann is the winner of the Cincinnati Business Couriers 2015 Stock Picker Contest!
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Financial Management Group Rebrands as Total Wealth Planning

August 5, 2015 Cincinnati-area financial and wealth planning firm Financial Management Group is now known as Total Wealth Planning. “After 25 years, we have a ...
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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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