Total Wealth Planning, LLC

Total Wealth Planning has been a life-saver for us. Five years ago we were 'let go' by our previous financial adviser because we live overseas. Joel at Total Wealth Planning stepped in and helped us navigate the complications of living in and owning property in two countries. He has given sound financial advice for the present and for retirement that shows he understands not only our portfolio but our personalities and preferences. Most recently Joel has compassionately helped us manage my inheritance after the my father's death. We trust the judgment of the whole Total Wealth Planning team. They receive our highest recommendation.
Apr 9th, 2024

We've found TWP to be really helpful as we navigate life's journey. We're grateful for their listening to our needs, for their wise advice and their management skills of our portfolio.
Apr 6th, 2024

TWP is the best! So happy I discovered them. I can't imagine being elsewhere. Their approach and methodology are solid. They keep an eye on your investments, social security and taxes. All inclusive! And they are a fiduciary looking out for your interests. No selling! Our contact is Joel. Extremely experienced, responsive and personable. Great advice on social security, taxes and monthly distributions. He even caught an error in one of my tax returns prior to working with TWP. A $10,000 error in my favor!! I am very confident with TWP even in turbulent times!
Apr 5th, 2024

My husband and I could not be happier with our choice in choosing Total Wealth Planning to manage our investments. We have been with TWP for the past 4 years, and our trust in them has proven to be outstanding. Joel and Holden strive in building relationships with their clients, they meet with us regularly and present to us a thorough report of our investments and its reliability for our financial future. Over the past 4 years, our investments have remained healthy in the midst of this uncertain market. We cannot be more pleased with our choice in choosing our advisors. Thank you TWP! mla, Loveland, Ohio
Apr 4th, 2024

About three months prior to my retirement, I did extensive research to find the best team to handle my retirement funds. I interviewed 4-5 firms and chose Total Wealth Planning. A few team members sat down with me and had a comprehensible discussion with me about my personal situation, short and long term retirement plans, etc. The team then provided information on how they could help me achieve a comfortable retirement life. None of the other firms interviewed were this engaged during the initial consultation. The certified financial planners and wealth advisors who handle my account are always responsive, professional, friendly, and provide advice and guidance. They meet with me and my wife yearly to review the accounts, hear about our life and goal changes, and make the necessary adjustments so we can enjoy our retirement life. I am very happy with Total Wealth Planning. Every team member I deal with is tremendously friendly and will not stop working on a requested task until I am satisfied. I highly recommend this firm to handle your retirement financial and planning needs.
Apr 4th, 2024