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Our Services

Let Us Help You Master Your Money

Will your money last through your retirement? Will you be able to realize your financial goals? A personal financial analysis will include an assessment of every aspect of your financial life and provide you with detailed, interactive recommendations.

We offer comprehensive financial plans, as well as specific plans concentrating on retirement, college, estate, insurance, etc.

At Total Investment Planners, Inc., we provide expert assistance in the following areas:

Financial Planning

  • Personal Financial Planning
  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Trust Services
  • Asset Management Planning

Investment Products

  • Mutual Funds
  • Fee Based Asset Management
  • Traditional IRA
  • Variable Annuities
  • Roth IRA
  • Brokerage Accounts
  • 401k
  • 403b
  • Profit Sharing Plans
  • SEP IRA
  • Simple IRA
  • Educational IRA & 529 Plans
  • Common Stock
  • Bonds

Insurance

  • Life Insurance
  • Disability Income
  • Health Insurance
  • Long Term Care