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Welcome to our website, where you'll find a wealth of information in the form of newsletter articles and calculators.

Total Planning works with professionals and their families to assist them in all of life's important planning needs. We offer health, life, and disability insurance planning for the professional and their family. Most of our clientel work in the medical, dental, or veterinary fields. We also help professionals with insurance needs for starting or purchasing a practice.

Since its inception over 34 years ago,Total Planning has expanded to service clients located throughout the United States. Please feel free to contact us for more information about our insurance strategies.

Thank you,

The Total Planning Team

Newsletters

Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Navigating Financial Conversations with Aging Parents

Encourages proactive dialogue to ensure financial well-being of aging parents.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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