About Kevin Kroskey, CFP®, MBA:
Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town. He worked his way through college and earned a B.A. Education (Physics Minor) and M.B.A Finance. He founded True Wealth Design in 2007. Learn more about Kevin here.
About True Wealth Design, LLC:
As of 12/1/2021, we serve 300+ families, managing $400,000,000+ on their behalf. Our professional staff is comprised of 4 CERTIFIED FINANCIAL PLANNER™ Professionals and 1 CFA® or Chartered Financial Analyst®. We have offices in Ohio (Akron, Canfield, Hudson) and Florida (Ft. Myers, Naples).
A description of our core services is below.
Retirement Planning: We specialize in retirement planning, retirement distribution planning and cash flow management.
Tax Planning: We provide proactive accounting and tax services through our True Wealth Accounting & Tax division. We have a team of accounting, tax, and wealth management professionals with decades of experience working in concert to help you better understand your finances, simplify your life, and make smarter decisions to improve your life and business.
Investment Management: Our investment philosophy is science-based and focuses on low-cost, tax-efficient, and well diversified portfolios that are carefully matched to your retirement plan and spending needs and monitored on a daily basis.