Comprehensive Planning & Management

Comprehensive Planning & Management

This is our premier service. We begin by doing a detailed financial plan and revising it as often as needed. This i...

Investment Management

Investment Management

This is our service for those that do not need the Comprehensive Planning, but are specifically in need of investment pl...

One-Time Comprehensive Financial Planning

One-Time Comprehensive Financial Pl...

This is our service for those who do not want to engage us for on-going asset management, but are in need of a comprehen...

Goal-Specific Financial Planning

Goal-Specific Financial Planning

This is our service to advise a client on a specific goal or need, such as college planning, vacation home purchase, cre...

Annual Portfolio Review

Annual Portfolio Review

This is a service for those who typically invest on their own, but would like a second opinion and review of positions, ...

Semi-Annual 401(k) Review

Semi-Annual 401(k) Review

This is a service for those whose assets are held in a 401(k) plan and would like independent advice on their choices of...

Stock Option Exercise Strategy and Executive Compensation Analysis

Stock Option Exercise Strategy and ...

This service is for those who are compensated with stock options, restricted stock units, deferred compensation, etc. &n...

Life Insurance or Long-Term Care Insurance Review

Life Insurance or Long-Term Care In...

Total Wealth Planning and Management, Inc. does not sell life insurance or Long-Term Care insurance.  Since we...

Educational Consultation

Educational Consultation

This service is available to those seeking general or specific financial information, knowledge or second opinion. ...

Debt Reduction Consultation

Debt Reduction Consultation

This service is designed to help those who wish to devise a plan to get out of debt.

Some services may not be available in all areas.

Questions? We're here to help. 866-568-0003

Questions?

We're here to help.

866-568-0003