About Total Benefits Planning – Total Benefits Planning

Total Benefits Planning is a hybrid financial advisory firm located in the Savannah Georgia area. We serve clients in the following states:

Georgia Kentucky Missouri Texas

Alabama Louisiana North Carolina Virginia

Arkansas Maryland Ohio Washington

Florida Michigan

South Carolina West Virginia

Indiana Mississippi Tennessee

Our bias is to provide solid financial advice to the underserved in areas of budgeting, insurance, financial management, financial planning, and asset management to our highly valued clients.

Our purpose is simple to Cultivate Financial Efficiency One Family at a time

While we work anyone, we specialize in serving those identifying within the middle class or working class.

You can learn more by calling or texting 540-597-5715 or emailing me at scott@totalbenefitsplanning.com

About Us

Total Benefits Planning specializes in working with those individuals seeking to gain clarity concerning their financial future, especially those with minimal or no assets. By Cultivating Financial Efficiencies based upon a personalized solution which is tailored around building and preservation of the asset’s, we are passionate is about building trust and security with our clients, allowing them to live comfortably both now and in retirement while leaving a meaningful legacy. If you are one of the over 62% of Americans concerned about a retirement crisis, or one of the over 53% concerned they won't be able to achieve a financially secure retirement, then we would love to assist you in tailoring your personal financial plan, so you can obtain clarity of your financial direction.