We can help anyone, but we are passionate about helping these types of people:
Not all “Advisors” are equal. Any 18-year-old in good standing can pass the Iowa insurance exam. Slap the title financial advisor on their business card or Social Media profile, and not break any laws. The term ‘financial advisor” doesn’t give you any indication of the services that you’ll receive. Attorneys, doctors, CPAs, CFPs and Real Estate agents all must pass exams before publicly using those titles. This is why it’s not obvious what a “financial advisor” does or what their intentions are in a professional relationship.
Running a successful business or your financial life takes many different specialist relationships. All these specialists work in their own space and rarely, if ever, communicate with each other. When you’re focused on living your life, operating your business, or spending time with people and things you love, nobody is there to coordinate everything, and balls get dropped.
Total Wealth was built with entrepreneurs and high achievers in mind to help coordinate your wealth management team. We empower you to grow your wealth, increase the profitability of your business, and give back your time to spend with your family.
The Challenge
The Solution
Your Total Wealth journey always starts with a plan. A Total Wealth plan is a tailor-fit plan that considers all your specific needs and areas of your wealth, including saving, investing, tax planning, estate planning, business planning, divorce planning, and planning for being work-optional/retired. We charge introductory planning fees, so there is no obligation to work with us, but we can still compensate our Certified Financial Planning professionals. With this type of relationship, we can put our best foot forward with no awkward or hidden agendas and provide you with a Total Wealth Roadmap outlining our best recommendations, with no commitment to work with us. Everyone is on the same page.
We are a boutique firm with no corporate overlords that dictate the relationship we can have with our clients.
After your plan is created and if you choose, your Total Wealth manager will help you implement the strategy and engage any other necessary professionals, like CPA’s attorneys or reputable insurance advisors if you don’t have one or have outgrown the current relationship. Your wealth manager speaks all the languages and can coordinate all the other wealth management professionals you might need. This gives you back time and energy to focus on the important things and people in your life.
Our Promise
We will always put your best interests first and be the first ones to tell you if we can’t help or if another firm might be a better fit for you. If you don’t fit one of these categories but really need some guidance, please shoot us a note and we’ll do what we can to help or point you in the right direction.
