True Wealth Design
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We help successful families and individuals Plan Retirement Smarter and Live Retirement Better. They value time, transparency, and financial independence.
True Wealth Design was created to make a substantial positive difference in our clients’ lives, our employees’ lives and the communities where we live and work. The means by which we strive to do this is by delivering holistic financial advice. 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. Over the years, we have found our clients—while diverse and unique—have similar needs and traits at their core. Our clients tend to be like ourselves—ambitious, friendly, generous, and optimistic people. They love their families and do their best to live life on purpose. They are successful, smart, and seek advice from subject-matter experts. They prefer to stay informed but delegate day-to-day management duties to free up their time. Clients most often come to us when they are experiencing financial complexities that arise when planning for retirement. Whether you are at the end of a successful career or at the earlier stages of one, we can effectively serve you with an appropriate level of services, helping make the most of what you have and providing the financial peace of mind you seek.
The old red flags—bad grammar, weird fonts, obvious links—aren’t enough anymore.
With AI voice cloning and convincing impersonation scams, fraud is getting much harder to spot.
10/08/2026
What if your child called asking for money and it sounded exactly like them?
Or looked like them on FaceTime?
AI-powered fraud is making that scenario increasingly believable.
Safe words. Trusted contacts. Account alerts. Multifactor authentication. Extra verification on large transfers.
This week's episode of Retire Smarter breaks down the safeguards families should be putting in place now, before a convincing scam ever reaches them.
🎧 Watch it now on YouTube and our website!
Donating appreciated investments can let you support a church or charity without first paying taxes on the gains. That can make stock, ETFs, or mutual funds a more tax-efficient gift than cash.
Starting in 2026, certain cash gifts to churches and charities may be deductible even if you take the standard deduction. That could give more families a tax benefit for giving they were already planning to do.
Today 2:26 PM
10/01/2026
You can give the same amount to charity three different ways and end up with three very different tax results.
Cash.
Appreciated stock.
Qualified charitable distributions.
The charity may receive the same gift, but how that money leaves your hands can matter.
This episode breaks down the charitable giving strategies retirees should understand before the end of the year.
Watch it now on YouTube and our website!
A Roth conversion may not look compelling when today’s tax rate matches the expected future rate. But if one spouse dies early and the survivor lands in a much higher bracket, the math can change fast.
When one spouse dies, the surviving spouse may face higher tax brackets even though many retirement distributions stay the same. That can turn an already difficult transition into a much more expensive tax situation.
09/24/2026
Would your retirement plan still work if it suddenly had to support just one spouse?
Income may drop.
Expenses may not.
Taxes can become less favorable.
Medicare premiums may rise.
And the surviving spouse may suddenly be responsible for financial decisions they have not handled in years.
Tyler Emrick, CFA®, CFP®, explains why every couple should stress-test the retirement plan for one—not just two.
🎧 Watch it here: https://bit.ly/4h1dPdW
Paying almost nothing in taxes can feel like a win, but it may also mean you’re missing a valuable planning opportunity.
Tyler explains how large retirement accounts and future required minimum distributions can push retirees into higher tax brackets, and why strategically taking income earlier could potentially reduce the tax hit down the road.
It’s easy to put health insurance on autopilot and simply choose the plan with the best coverage every year.
But as retirement approaches, it’s worth comparing premiums, deductibles, HSA options, and your actual healthcare needs before open enrollment, because the most expensive plan isn’t always the smartest choice.
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Address
700 Ghent Road, Suite 100
Akron, OH
44333
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 3pm |
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