Amelia West
CFP®
Total Wealth Planning
Wealth Advisor
Amelia West
CFP®
Total Wealth Planning
Wealth Advisor
We cater to all aspects of your financial life. We have faith in what you can accomplish and help you gain greater peace of mind with your overall financial and personal decision making. - Amelia West, CFP®
Carmel, IN based Fiduciary Financial Planner serving clients locally and nationwide using a deep-comprehensive and integrated wealth management approach.
Total Wealth Planning is a fee-only financial planning firm in Carmel, IN serving clients locally and across the country.
Total Wealth Planning provides a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you with financial planning and investment management while taking into consideration tax planning, professional moves, children, retirement planning, healthcare and other important priorities.
It’s about life planning and gaining more comfort with your long-term financial security.
5 reasons to “Choose Total Wealth Planning” when thinking about your finances, your wealth, and your future goals.
Amelia West is a Certified Financial Planner™ with over 17 years of experience in helping individuals, families, and small businesses reach their financial goals. In her role as Wealth Advisor, she develops, updates, and presents financial plans to our clients as well as assists in the implementation of financial planning recommendations.
She has extensive experience working directly with clients of all ages in areas including estate planning, retirement income needs, Social Security strategies, investment portfolio management, and personal insurance reviews.
Amelia’s credentials include:
- Bachelors of Science, Purdue University.
- Masters in Economics, Purdue University
- Certified Financial Planning Professional (CFP®)
- Member of the National Association of Personal Financial Advisors (NAPFA)
She currently serves on the Indiana Education Savings Authority Board which oversees the Indiana 529 College Savings Plan. She also serves as a board member liaison to The Caring Center, a local food pantry serving the needy in Boone County. In her spare time, Amelia enjoys volunteering at church and spending time outdoors with her husband and son.
Amelia West is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
We are passionate about providing the very best guidance possible for making certain our clients will achieve their lifetime goals and objectives and realize financial peace of mind. We are committed to serving in your best interest foremost as is required in a truly-pure fiduciary advisory relationship, which unfortunately is much too often not the case in the financial services industry.
Founded in 1989, Total Wealth Planning (formerly Financial Management Group) is a fee-only compensated wealth management firm, independently owned and operated by a team of trusted and uniquely experienced professionals. Each professional working with our clients is a multi-credentialed advisor with either a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and/ or an Advanced Degree. Combined, our advisors have over 100 years of experience working with clients.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Amelia West is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Amelia West is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Amelia West
Office Locations:
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11495 N Pennsylvania St
Suite 235
Carmel, IN 46032
