Directory of Professional Retirement Planners
National Coverage
Local Professionals
VERIFIED
Akron, OH 44333
330-777-0688About True Wealth Design
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.
See Disclosures
General Information
CRD#
143194
Insurance License#
986484
Name of Custodial Firm
Shareholder Service Group, Charles Schwab, TD Ameritrade
Years of Experience in Financial Services
14
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
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Firm Information
Advisor's Number of Clients
300
Total Assets Under Management 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
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886576/retirementplanning-True-Wealth-Design-detailed-disclosure.html