Money – 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...

Why My Clients Choose to Work with Me

If you have had any previous experience with a financial advisor, chances are the conversation revolved around how much money you have, where it’s located, and we can do a better job. It...

The Four Toughest Financial Questions

If you are serious about your financial future, then you need to know the answers to these four tough financial questions. You see people who are serious about their finances want to...

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.