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Showing posts from April, 2009

DISCLAIMER

This blog and website are for informational, educational and discussion purposes only. Even though topics may be discussed on this blog that involve legal, tax, or investment issues, nothing on this blog shall be deemed to constitute the practice of law, legal advice, tax advice or investment advice. No reader should act in reliance on anything discussed in this blog without prior consultation with a licensed professional who is qualified to evaluate the reader’s individual facts and circumstances and offer an informed professional opinion with respect thereto.

If any reader takes action or makes decisions based solely on the information on this blog without prior consultation with a qualified, licensed professional, the reader does so at his or her own risk and agrees that Kevin Kroskey and True Wealth Design shall have no liability resulting from such unilateral action or decisions by the reader.

The information posted on this blog is believed to be accurate and truthful. Nevertheless…

The Beginnings of Ohio Faculty Advisor

My name is Kevin Kroskey, and this is my first foray into blogging. I am a Registered Investment Advisor with a fee-only financial planning firm, which I own, called True Wealth Design. I also am a part-time instructor at Tri-C Corporate College near Cleveland where I teach Retirement Planning to financial professionals who are seeking their Certified Financial Planner(r) certification. Through my role and compensation as instructor I too am a participant in State Teacher's Retirement System (STRS). In my practice I work with several faculty members who are also participants in STRS as well as their families.

Through my related experiences as both a participant and practitioner I am confident that I can provide quality information to other faculty members on both the opportunties as well as the challenges they face in navigating their unique financial planning needs. And in my experience this is sorely needed. Thus the creation of this blog.

Some of the topics I intend to write abou…