Lifestyle – Total Benefits Planning

Getting Out Of Debt

According to the Federal Reserves Bank of New York, the amount of household debt in the United States increased to over $16.9 trillion. The balance increased across the boards by category with...

Your Circle Of Wealth

Transcript Imagine this circle represents all the money you’ll ever have. Your circle is bigger than some, and others are bigger than yours. But there’s one thing we all have in common when...

Productivity with Digital Planners for Personal and Professional

Digital Planners may be what you need to get more organized and be more productive for the coming year, or you have simply found yourself in a state of disarray in your personal or professional life...

2023 Financial Predictions

We all wish we had a crystal ball so we would know the future, especially when it comes to the economy. While there is no crystal ball, economic trends and historical data exists as well as the...

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.