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 cl
08/06/2026
Many people spend decades developing strong saving habits.
They live below their means, contribute consistently to retirement accounts, avoid unnecessary debt, and steadily build wealth.
Then retirement arrives and spending that money feels uncomfortable.
Before making a major purchase, move, gift, or lifestyle change, answer four questions:
Can we afford it?
What is the smartest way to do it?
Will we still be on track?
What opportunities might we be missing?
In our latest video, Tyler explains how ongoing financial planning provides clarity around life's biggest financial decisions.
Watch: https://bit.ly/4xkNQ7Z
After you've worked so hard to save and build your wealth, it's our job to help you figure out the best way to use that wealth in a way that lines up with your priorities and goals. That might also shift throughout retirement as well, but that's what makes this part of planning fun.
Some of our clients are in a position to receive a pension in retirement, but that doesn't mean that it's guaranteed to be there. But that's a piece can add buffer to your plan when determining how much you need each month.
07/30/2026
Your retirement account says you’re behind. But is it telling the truth?
National averages might show how your 401(k) compares but they cannot see:
🏦 Your pension
🏠 Your paid-off home
💵 Your Social Security income
✈️ The lifestyle you actually want
📉 The expenses you will carry into retirement
Someone with $250,000 saved may be perfectly comfortable.
Someone with $1 million may still be unprepared.
The number only makes sense when it is connected to your income, spending, taxes, healthcare, and goals.
Before you decide you are ahead—or panic because you feel behind—ask a better question:
Can your resources support the retirement you actually want?
🎧 Watch the latest episode of Retire Smarter to better understand what your number should be >> https://bit.ly/4xa49oe
Retiring early? You're going to have a healthcare gap that needs to be covered and plenty of questions that need to be discussed with your advisor. The good news is there are a number of options that are worth considering but it's going to depend on different factors specific to you.
If you're someone who is thinking about retiring early, there are a few important ages to be aware of. One of those is age 55 because it could allow you to take penalty-free distributions from certain retirement accounts.
07/23/2026
🎯 Think you have to wait until 59½ to retire?
Not necessarily.
In this episode, Tyler Emrick, CFA, CFP® explains how early retirees can access retirement savings, build bridge income, and avoid common planning mistakes.
💰 Rule of 55
📋 72(t) distributions
🏥 Healthcare before Medicare
📈 Income planning strategies
If you're looking for a guide to retiring early, this conversation will lay out the planning discussions you need to have first.
🎧 Watch now: https://bit.ly/3RwzbHA
Money is important but the people who have the most successful retirement do so because they've found a purpose for each day. Start thinking about retirement in a way that's going to bring fulfillment to your life.
One of the biggest challenges for pre-retirees and retirees is feeling like they have 'enough' for retirement. There are so many external factors that make us readjust how we think about our money, and that's something we are constantly evaluating with clients.
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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 |