Welcome Tri-for-Joe Racers
Total Wealth Planning is proud to sponsor the Tri-for-Joe event for 2018 and many previous years. We hope you find our offerings below interesting and helpful.
Total Wealth Planning is a well-respected, fee-only, wealth planning firm. We’re passionate and enthusiastic about what we do. We thrive on the success of our clients.
For over 25 years, we’ve been going the extra mile when serving clients throughout Greater Cincinnati and the United States. We enjoy working with so many great client families across several generations.
Implementing a “Tactical Asset Allocation” strategy manages today’s extremely volatile investment environment. We proactively overweight and underweight the portfolio’s asset class holdings, based on Total Wealth Planning’s in-house economic forecasting analysis. This is an ongoing prudent market tuning process, not a risky market timing process. We achieve more predictable investment performance in a way that reduces disconcerting volatile performance.
We develop a comprehensive and personalized financial plan for you based on your most important lifetime goals and objectives. We then closely monitor your progress and adjust as needed along the way.
Are you a business owner? Total Wealth Planning’s professional advisors provide expert business planning guidance – no matter where you are in the journey.
Planning for Growth or Preparing to Sell? Total Wealth Planning can help.
We start with a goal setting process, then craft an accumulation plan together. Total Wealth Planning can advise you on all aspects of growing your wealth, while freeing up your time for what’s important to you. Whether it’s building wealth for your financial independence, to provide a better future for the next generation, or a combination of the two, we encourage you to contact us to get started.
Plan for Superior Results
Your distant future requires your immediate attention! If you want to retire on your own terms, thinking about your retirement plan is important regardless of your age. Contact us to discuss what’s important to you and how our comprehensive planning services can guide you to fulfill your retirement goals.
Are you Ready to Retire? (Really?)