Kevin Kroskey is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at True Wealth Design in Akron, OH and the surrounding communities.
We offer a free 20-minute call to answer your questions and see if we are right for you.
Or kick the tires and listen to the Retire Smarter Podcast to get to know Kevin and how the True Wealth team can help you get on track for retirement and stay there.
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 2005.
About True Wealth Design, LLC:
We cater to successful families and business owners by providing an integrated approach to your financial planning, tax, investment, and business needs. We're your financial "easy button."
As of 5/1/2025, we serve 350+ wealth clients, 350+ business owners, and prepare nearly 2,000 tax returns. We have multiple CFP®, CFA®, and CPA professionals on our team. We serve clients nationwide and have offices in Ohio (Akron, Canfield, Canton, Hudson), Pennsylvania (Sewickley) and Florida (Ft. Myers, Naples).
Retirement Planning: We specialize in retirement planning and cash flow management.
Tax Planning: We provide proactive tax services through our True Wealth Accounting & Tax division.
Investment Management: Our investment philosophy is evidence-based and process-oriented.
Business Services: We provide business advisory, accounting, payroll, tax, and exit-planning services.
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The number of individuals getting late in life divorces has quietly increased over the last several years. The U.S. now has the highest...
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The Problem/GoalMaria and Joseph Martinez are married and have a daughter, Isabella. Up to this time, they have enjoyed a very comfortable...
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It’s that time of year again. There’s excitement in the air, discussions and twitter posts about all that we’re grateful for, and holiday...
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A brain scan was taken just before an individual placed a stock trade. Another brain scan was taken just before someone was given a hit of...
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Someone once said, “Everybody wants to go to Heaven, but nobody wants to die.” Something similar may be true for new retirees. Everybody wants...
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Part IV: Property Ownership, Titling and BeneficiariesMost people have the misunderstanding that it's their will that dictates how property is...
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Kids wait all year for summer vacation. Now summer is here and all kinds of visions dance in your head about keeping kids busy, entertained,...
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Many people plan their finances as if they’ll never be sick a day in their lives. Yet the cost of a serious illness is all it takes to...
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I often compare the financial services industry to the world of diet and fitness. In fact, I wrote a...
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Twenty and thirty years ago, the picture of retirement most people had in mind was one where there was a finality to your job, you’d move to...
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