True Wealth Design

Company:	True Wealth Design
Contact:	Kevin Kroskey, CFP®, MBA
Address:	700 Ghent Road Suite 100
City:	Akron
State:	OH
Zip:	44333
Phone:	330-777-0688
Fax:	330-247-0625
Email:	kkroskey@truewealthdesign.com
Website:	www.TrueWealthDesign.com

About My Practice

True Wealth Design was founded with the intention of making a substantial positive difference in our clients’ lives, our employees’ lives, and the communities where we live and work. We strive to help our clients Plan Smarter and Live Better.™

With our uncommon and deep expertise in retirement, tax, and investment planning, we provide complete integration of your financial life, giving you the clarity and confidence to pursue your dreams while protecting your family’s future.

We serve many clients that are in CSRS and FERS and can integrate these benefits into an effective retirement plan. Below is a partial list of many of the government benefits we routinely incorporate into your planning.

Federal Employees Retirement System
Civil Service Retirement System
Thrift Savings Plan
TSP In-Service Withdrawals
FEGLI: Options, Cost & Supplements

Want to learn more about what makes us different? Please visit https://www.truewealthdesign.com/our-difference/.

Offering Advice Since

2007

Areas of Specialty

Retirement planning
Investment planning and asset management
Tax preparation
Tax-Efficient Retirement Distribution Strategies

Licenses, Certifications, Education, and Affiliations

Designations: CFP®, MBA
Insurance Licenses:   Ohio Life & Health
Security Licenses:   Series 65
Education:   MBA Finance, BA Education (Physics Minor)
Associations & Affiliations: Bath Community Foundation, Financial Planning Association

Charges to Clients for Services

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

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

Registered Investment Advisor; No broker/dealer affiliation (aka no investment commissions)

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