Total Wealth Planning, LLC
4665 Cornell Road, Cincinnati, Ohio 45241
About the Total Wealth Planning, LLC
Total Wealth Planning, LLC is a finance institution located at 4665 Cornell Road in Cincinnati, Ohio, United States. We offer a comprehensive view of your financial life, helping you make personal decisions and plan for the future. Our services include managing finances, investments, tax planning, retirement, healthcare, and more. With offices in Cincinnati and Carmel, we work with clients nationwide to assist with life planning and financial security. Our investment management process focuses on stability and achieving your objectives. We help you determine when to retire, how to replace your paycheck, and reach your financial goals. Whether you're a family business owner or an emerging executive, our team of Certified Financial Planners® is here to listen and provide guidance. Let us help you protect what you value most and plan for a secure financial future.
Photos of Total Wealth Planning, LLC
4665 Cornell Rd Suite 160, Cincinnati, OH 45241, United States
Opening hours of Total Wealth Planning, LLC
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews of Total Wealth Planning, LLC
"We have worked with TWP for over 20 years and they have been instrumental in navigating through college funding, stock option management and retirement planning. When we started with them they were a small firm, but have grown substantially over the years. Even with this growth, they have maintained close engagement with us, not to mention growth is typically a sign of success!"
"Working with Total Wealth Planning has been such a great experience! Specifically Chris and Holden have exceeded all of our expectations and always provide clear and helpful answers to the many questions we've had - making big decisions easier. Highly recommend working with this trusted team."
"I have been working with Total Wealth Planning since 2014 and could not recommend them more.Their team of experts is dedicated to helping you achieve your financial goals and secure your future. We work with Chris Allen and appreciate his personalized approach as well as his professionalism and integrity."
"I have been working with Mark W now for 4years. He is very professional and has always been easy to talk with about all my financial concerns. The entire team has been exceptional and friendly. From the front office to all the advisers I have come in contact with. Great team atmosphere! Thanks for all you have done!"
"We have entrusted the management of our financial assets with Total Wealth Planning (TWP) for about a decade. In all honesty I really do not know what more the TWP team -- starting from the office manager all the way to the analysts -- could do for us? They are always just a phone call or an email way and there is always back up. If the person you want to reach is out that day someone else will get back with you and do their best to address the need. Most importantly TWP has managed our assets well and that is the bottom line. Plus, they always are doing something extra for their clients -- like arranging a day each year for you to shred your sensitive documents at no cost. Highly recommended!"
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