Plans to Prosper, LLC

Plans to Prosper, LLC, located at 109 Gateway Avenue in Wexford, Pennsylvania, is a finance institution that has recently partnered with True Wealth Design. This partnership, effective as of December 30, 2022, brings together two firms dedicated to helping clients achieve their financial goals through comprehensive financial planning, investment management, and tax services. True Wealth Design specializes in holistic wealth management, financial planning, and investment advisory services for individuals, families, and business owners.

Led by founder Rob Choiniere, CFP®, Plans to Prosper is excited to join forces with True Wealth Design to provide clients with even more resources and expertise. With a focus on putting clients first and operating as fiduciaries, both firms are committed to delivering personalized, high-touch service in a boutique environment.

Kevin Kroskey, CFP, MBA, Managing Partner of True Wealth Design, emphasizes the firm's dedication to helping clients plan for a smarter retirement and live better in retirement. With a second location in the greater Pittsburgh area, True Wealth Design is well-positioned to serve clients in Wexford and beyond.

True Wealth Design's office is located at 700 Ghent Road, Suite 100 in Akron, Ohio, and offers a range of services to help clients achieve their financial goals. By partnering with Plans to Prosper, True Wealth Design is able to provide clients with a deeper bench of credentialed professionals, robust technology, and a fresh perspective from highly-experienced but younger professionals. Together, these two firms are committed to helping clients prosper financially and achieve their long-term objectives.