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Virtual Services

Our team works with clients across the country to help you create a sound financial future. For years, we have been efficiently meeting with clients and their families using virtual meeting software such as Zoom & MS Teams, as well as traditional phone conference calls.

We are flexible and will always accommodate your schedule.

We have secure upload portals for sharing personal financial documents and digital signature capabilities to support your ongoing wealth management needs.

Learn More About Our Client Portal

Total Wealth Planning’s client portal provides many features & benef =its for our clients, comes with with a Client Portal Overview reference guide, and has a mobile app available for you to download on both the Apple & Google Play Stores