Welcome to True Wealth Design
true (tru) - adjective, real; genuine; authentic.
wealth (welth) - noun, the quality of profuse abundance.
de·sign (di-zin') - verb, to have as a goal or purpose; intend.
True Wealth Design is an investment advisory and financial planning firm that assists individuals and businesses with their overall wealth management, including financial planning, retirement planning, investment management, and tax planning needs. We are committed to understanding your unique situation to develop a wealth management strategy that addresses your financial life planning needs.
Our Mission: To be trusted guides as we help clients shape and realize their life dreams and goals.
Please visit our site to learn more about our services and philosophy. If we can be of assistance, please contact us for a complimentary initial consultation.
Good Is The Enemy of Great
A Message To Clients & Friends From Kevin Kroskey, CFP®, MBA
President & Founder of True Wealth Design
June 1, 2010
I recently have been setting aside substantial time for serious reflection and life planning. I reflected both on personal issues as well as on my business, and I wanted to write this letter to our clients and friends to share the vision that resulted.
Over the last several years, I am proud to say that we have done a good job of listening to our clients, caring about their needs and concerns, and crafting financial plans to meet their goals. This is exemplified through client feedback, solid growth, and client retention near 100%. But good is not enough. To borrow from Jim Collins, author of Good to Great, "Good is the enemy of great."
