Uncategorized – Total Benefits Planning

Unconquered by Debt

We are excited to announce a new series for 2024 entitled "Unconquered by Debt". The goal of this program is to enhance financial literacy and transform decision making so that individuals can...

What is the difference between a Financial Planner and a Financial Advisor

Often the terms "financial planner" and "financial advisor" are used interchangeably, yet they have different meanings and functions in the financial industry. In general, a financial advisor...

Future Social Security Changes

Everyone is concerned that social security is going to run out of money. While everyone is talking about what will happen, no one is ready to start addressing the problem. in an October 2022...

The Current Economy Creates Chronic Stress Symptoms

Stress can be a good thing. When you feel it in short bursts it can help you to handle emergencies and cope with crises. However, the current economy creates chronic stress symptoms for...

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.