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.
General Information |
| Insurance License#: | 986484 |
| Name of Custodial Firm: | Shareholder Service Group, Charles Schwab, TD Ameritrade |
| Work with the following types of clients: | Individual Investors |
| Advisory Services Provided: | Financial Planning, Retirement Planning, Wealth Management, Financial Planning for Individuals, Investment Advice & Management |
Services |
| Can meet clients in the following ways: | Phone, Your Home, Email, Video Conference |
Firm Information |
| Advisor's Number of Clients: | 300 |
| Assets Managed by Advisor: | $100000 |
Compensation and Fees |
| Compensation Methods: | Based on Assets, Flat Fee, Commissions |
Education |
| B.S. in Finance | Miami University |
| B.S. in Decision Sciences | Miami University |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
