We help people manage their money in retirement.

Financial Advisors:

We help individuals, families and business owners create a solid plan for retirement and the management of their assets.

Get Your retirement tune-up

Watch the TV Show

Our Financial Guided Planning System:

See how our Four-Step Financial GPS works for you

Evaluate

Take our retirement tune-up to determine if your current financial plan is on track to achieve your retirement goals.

Plan

Meet with our team to discuss your results and map out a strategy to steer you toward your goals.

Implement

Once you are satisfied that our strategy will help you achieve your financial goals, our team of professionals will put your plan into action!

Review

We’ll continually review your goals and your strategy to determine if any changes are needed during your retirement journey.

let’s get started!

tv show

Retirement Solutions with Bill Smith

and Robin Swoboda

Watch Bill Smith, host of the TV Talk Show, “Retirement Solutions” with Robin Swoboda every week on on News 5 and WKYC 3.

Watch the TV Show

Saturdays at 11:30 a.m.

Sundays at Noon

Need more info?

Attend a live workshop

Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more...

Next Event:

January 22

Workshop

6:00 pm | Strip Steakhouse – Avon, OH

SEE ALL UPCOMING EVENTS

EVALUATE

Get Started!

See how your current financial strategy measures up. Fill out the form below to begin your retirement tune-up.

We’re proud to have been featured in these major media outlets: