True Alpha Wealth Management

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Long-Term-Care Needs Estimate potential long-term care costs and what coverage may help address them.

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How Much Do I Need To Retire? How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Are you a business owner and filed for a corporate tax extension? If so, you could be in the perfect position to startup a retroactive Cash Balance or Profit-Sharing Plan for 2025.

This is a unique opportunity to capitalize on additional tax savings for the 2025 tax year while simultaneously building up your retirement savings. It's a win-win situation that can significantly enhance your personal balance sheet and financial outlook.

If you would like to learn more about Cash Balance and Profit-Sharing Plans, call our office at 419-830-7045 or DM us to discuss!

Congratulations to Tyler McKean on being named to the Forbes Best - In - State Top Next Gen Wealth Advisors list for 2026.

We're proud to see his hard work, care for clients, and dedication recognized. Well deserved, Tyler!

Tyler McKean, CEO and managing partner of True Alpha Wealth Management, has once again been named on the prestigious Forbes list: Best-in-State Top Next Gen Wealth Advisors of 2026 list.

This means he's recognized as one of the nation’s most promising young financial advisers, shaping the future of wealth management: https://tinyurl.com/4ns84fpp