Total Wealth Planning
For over 30 years, Total Wealth Planning has served as a sounding board for personal and business decision making. What makes us distinct is we care about connecting with you and want to be more than just a financial planner. We cater to all aspects of your family and take on the factors pertaining to your finances, investment objectives, retirement goals, business interests and other important intentions. As a Fee-Only planning firm, we provide advice that is unbiased and focused on your best interest at all times, without product sales or commissions. The real benefit is having someone tell you the truth about where you are financially and arranging more than just the money aspects of your financial life.
Our Belief in You
We have faith in what you can accomplish. What this means is we challenge you in a way that makes you think differently about your life. You gain the ability to have a real conversation and be yourself while asking questions. Unlike other firms, we are willing to be crystal clear about where you are financially without fear of losing an account. To us, clients are not an account. -- you are more than your portfolio! To learn more, please watch our video at our website by clicking on this link (https://youtu.be/Cnyk5AdQWw8insert).
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.