Joel Musser
Enriching lives through financial guidance.
- Role
- Wealth Advisor, Principal at Total Wealth Planning, Llc
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Experience
Wealth Advisor, Principal
Jul 2015 — Present
I provide a comprehensive view of peoples\' financial lives and all the factors that go into life planning. What this means to clients is helping with personal decision making and putting a date on things. I help them manage their finances and investments, while taking into consideration tax planning, professional moves, children, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with their long-term financial security.
Education
Xavier University
Certified Financial Planner
2012 — 2013
Hillsdale College
Economics, Business and Econ
2003 — 2007
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