
Living Retirement Better. TM

Objective CFP® Professionals.

Planning, Investing & Taxes
Selecting an advisor is challenging. Experience, competency, trustworthiness, and fee transparency are essential. Value received must be more than the cost. So how do you make sure you make the right choice?
Click here to learn more about our NPS Score.
Who We Serve
Clients most often come to us when they get serious about planning for retirement. Over the years, we have found that our clients—while unique and diverse—have similar needs and traits.
Our clients tend to be a lot like we are—ambitious, friendly, generous, and optimistic. They (like we do) value time, transparency, and financial independence; they love their families and have purpose to their lives; they are successful, smart, and wise enough to seek advice from subject-matter experts. They also prefer to stay informed but delegate financial management duties to free up their time and ensure things are done right.
Whether you are at the end of a successful career, or at the early stages of a new one, we can effectively serve you with an appropriate level of services and expertise. Our goal is to help make the most of what you have so that you can gain the financial peace of mind you seek.
Recent Articles & Podcasts

Ep 120: Bank Busts & Safeguards for Your Investment Funds
Hear Kevin explain why your bank account should be thought of as a loan to the bank (because it is!). Conversely, he’ll detail key investor protections you benefit from by not having your account a general liability of a bank but a segregated account at a custodian. He’ll go farther and explain… Continue reading

The Ferber Group Partners With True Wealth
William "Bill" Ferber of the Ferber Group, located on the west side of Cleveland, has partnered with True Wealth Design. Our firms share a mutual commitment to supporting clients in reaching their financial life goals through well-integrated financial planning and … Continue reading
Understanding Investor Protections
Recent headlines surrounding bank failures may have you wondering: How safe are my investments? How does FDIC insurance work with my investment accounts? What happens if my custodian – Fidelity, BNY Mellon / Pershing, Schwab, TD Ameritrade – becomes insolvent … Continue reading