Ep 61: Welcoming Ron Wyatt, CFP® as a New Partner

We’re excited to make a big announcement on this episode of Retire Smarter. Kevin is joined by True Wealth Design’s newest partner, Ron Wyatt, who brings more than 25 years of financial planning experience to the firm. A lot of existing listeners will be hearing from Ron for the first time, so we’ll spend some time getting to know his background and professional journey. And new listeners will also get to learn more about Kevin’s experiences. Continue reading

Mobile App & Client Vault Updates

We are happy to announce we have a mobile app available for your smart device in both Apple and Android environments. Now it is more convenient than ever to access your financial information with streamlined access to key investment reports, your document vault, and service team contact information. Continue reading