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 provide an exceptional client experience in our expert areas of financial planning such as retirement planning, investments, tax planning, estate planning and insurance and risk management sets us apart. We do this in four distinct areas:

Competence

  • Financial Planning
  • Holistic Asset Integration
  • Investment Selection and Monitoring
  • Asset Allocation and Rebalancing
  • Risk Management
  • generating Income Strategies
  • Tax and Estate Considerations
  • Specialized Expertise

Convenience

  • Time Saving
  • Great Personalized Service
  • Coordinate Trusted Professionals
  • Integrated and Holistic View
  • Vendor Selection and Monitoring
  • Secure Technology
  • Safeguarding Assets

Coaching

  • Education
  • Saving and Spending
  • Adherence to Plan and Goals
  • Set Realistic Expectations
  • Emotions, Biases and Stress
  • Objective Feedback
  • Trusted Second Opinion
  • Telling the Truth
  • Life and Business Transitions

Continuity

  • Spousal Involvement
  • Joint Objectives
  • Children Engagement
  • Family Values
  • Multigenerational Planning
  • Legacy
  • Philanthropy

At Total Wealth Planning we help our clients every day answer these important and at times stressful questions. Who’s helping you?

Financial planning is complex and requires the guidance of a trusted and experienced advisor, such as a fee-only Certified Financial Planner™ (CFP®), who plans comprehensively, and with a complete understanding of your particular concerns and goals in life.

For more information about the financial planning strategies we utilize, please visit us at www.twpteam.com or contact directly Rob Lemmons, CPA, CFP® at 513-984-6696.

Share this page on:
Share on facebook
Facebook
Share on twitter
Twitter
Share on linkedin
LinkedIn