Total Financial Planning, LLC

Company:	Total Financial Planning, LLC
Contact:	Alexis Hongamen, CFP® , CRPC®
Address:	1120 Bella Vida Blvd
City:	Orlando
State:	FL
Zip:	32828
Phone:	407-900-1653
Fax:	--
Email:	alexis@totalfinancialplanning.com
Website:	TotalFinancialPlanning.com

About My Practice

As a 30-year civil servant, I know how complicated our retirement system is. That's why I followed my passion and started a firm to help federal employees like you and me. I do not charge commissions or "sell" you any insurance products. Only a financial planning fee or fee on assets managed.

Alexis Hongamen believes investment advice should not only be for the ultra-high net worth. Total Financial Planning, LLC, is an independently owned boutique investment advisory firm whose niche is serving federal employees, those planning for college expenses or retirement, or retirees.

Alexis can advise you on:
•       Retirement readiness: When can you really retire?
•       TSP Annuity or rollover? We will discuss your options
•       Social Security: When is the optimal time to take your benefits?
•       Insurance: Integrating Medicare, FEHB, FEGLI, Long-term care.
•       Life Events: Paying for higher education, loss of a loved one, aging parents.
•       Tax Strategies: Minimize your tax liabilities when drawing from a retirement account

Please call 407-900-1653 to request a meeting, go online at TotalFinancialPlanning.com or email info@totalfinancialplanning.com

Areas of Specialty

Retirement planning
Investment planning and asset management

Licenses, Certifications, Education, and Affiliations

Designations: CERTIFIED FINANCIAL PLANNER™ certification, Chartered Retirement Planning Counselor
Security Licenses: 65
Education: Master of Science in Industrial Engineering
Investment Advisor Registration: Firm CRD #286588, Individual CRD# 6755804
Associations & Affiliations: Financial Planning Association

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed

My Association with the Office or Firm

Owner/Partner

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