We strive to help our clients Plan Smarter and Live Better. With our uncommon and deep expertise
- RETIREMENT PLANNING
- TAX PLANNING
- INVESTMENT MANAGEMENT
... we provide complete integration of your financial life, giving you the clarity and confidence to pursue your dreams while protecting your family's future.
|Firm Start Year:||2007|
|Name of Custodial Firm:||Pershing, TD Ameritrade, Schwab|
|States Licensed in:||Registered with the Securities and Exchange Commission|
|Number of Years with Current Firm:||13|
|Advisory Services Provided:||Tax Advice and Services, Retirement Planning|
|Investment Types:||Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Mortgages & Real Estate|
|I can meet clients in the following ways:||Via Phone, At my office, Video Conference|
Qualifications & Memberships
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Firm's Number of Clients:||300+|
|Assets Managed by Firm:||$400+ Million|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
University of Akron
University of Akron
True Wealth Design is an Investment Advisor registered with the Securities & Exchange Commission. Number of clients and amount of assets accurate as of 8/31/2021.
Bio for Kevin Kroskey, CFP, MBA:
Kevin grew up in western Pennsylvania (go Steelers!) in a small steel town on the Ohio River. He worked his way through college and graduated from the University of Akron (B.A. Education and M.B.A Finance). He discovered financial services in 2002 and founded True Wealth Design in 2007.
Kevin is married to Brandy (truly his better half) who he met while in grad school. They have daughter Aubrey, daughter Cameron, and a couple four-legged family members (all dogs). Kevin and his family live in Bath, Ohio and Naples, Florida.
What is something most don't know about you?
I worked two newspaper routes as a kid and used some of that money to start a sports card business in my teens. I started my professional career as a high school Physics teacher.
We are wealth managers that specialize in retirement planning, retirement distribution planning and cash flow management, investment management, and tax planning services.
Tax Advice and Services
We provide proactive tax planning services and can handle tax preparation as well.
Investment Advice & Management
Our investment philosophy is science-based and focuses on low-cost, tax-efficient, and well diversified portfolios that are matched to your retirement plan and spending needs.
|Marco Island||Fort Myers|