Total Wealth Planning

Our relationship with TWP started over 20 years ago. They’ve navigated our financial planning through the college fund investing stage right up to the present and our recent retirements. Our current financial stability and having reached our investing goals were entirely due to their attention over time.
The uniqueness of TWP is their family-​like approach, commitment to providing options and recommendations for complex situations, and their undivided attention to handling whatever you require, when you require it. You feel like you are their only client. They have even connected us with other professionals, such as attorneys and tax accountants, who share their values and trustworthiness.
I cannot imagine trusting our life’s financial choices to just a «firm» with expertise. Once you realize that your success is as important to the team at TWP as it is to you, you understand the difference between TWP and just another investment agency.

My husband and I started working with Financial Management Group about 24 years ago. (Recently changed their name to Total Wealth Planning) The company was very small and we had a great 1 to 1 relationship with the people there. They have grown, and while growing themselves, our relationship has remained 1 to 1.
We have found the whole team to be personable and helpful at all times. They make themselves available for whatever needs we had. My husband died about 4 years ago and I had to take over all our financial needs. They helped me with understanding my computer program, teaching me to understand all the paperwork that was involved, and recently making great suggestions to set up my will and updating my trust. I am Very grateful to them for all the help they have been over the years!
My portfolio has kept pace with inflation in spite of downturns, and expensive, unexpected needs. I HIGHLY recommend the whole team for whatever your financial needs are!