Skip to content

We manage money for successful individuals and business owners.

Which area of your finances could use a Retirement Tune-Up™ financial review?

  • income

    Income

  • investments

    Investments

  • estate_plan

    Estate Plan

  • taxes

    Taxes

  • healthcare

    Healthcare

Bill Smith & Robin Swoboda

 Co-hosts of the "Retirement Solutions" TV Show

bill_robin_hero2
maw-logo

2020 Make-A-Wish Charitable Virtual Raffle

Thank you!

Your generous donations and support helped our Make-A-Wish Charitable Virtual Raffle fundraising campaign a huge success. We’ll be able to grant 7 wishes for local children! Thank you so much for believing in our great cause.

retirement-tune-up-2
Check out Bill’s new book!

“Retirement Tune-Up: Plan Well and Prosper in Retirement"

As you motor along the highway toward retirement — whether you have an elaborate plan for retirement, an average plan or no plan at all — Bill’s book can help you assess how your strategy stacks up against the potential roadblocks ahead, the seven risks of retirement. Find out whether your plan could use a tune-up or a full rebuild.

media_logos2

Discover how we can create a solid plan for your retirement and the management of your assets.

If your lifestyle depends on the economy, you may need a better plan.

At W.A. Smith Financial Group, we build financial strategies that can lead to the retirement you deserve—regardless of economic conditions.

Learn more about our Retirement Tune-Up™ financial review

Curious about our Retirement Tune-Up™ financial review?

After our first conversation together, you’ll learn:

plan1

Exactly where you stand

We’ll examine your current strategy, looking at your portfolio, savings and goals.

plan2

How well you’re protected

Using our 5-Star Retirement Plan™ as a model, we’ll see how well you’re equipped to address 5 crucial areas of retirement.

plan3

Where to go next

Together, we’ll decide how to move forward.

“You can never get a second opinion from those who gave you the first”

Bill Smith, MRFC
CEO

Already have a plan? Discover if your retirement strategy could get you through a recession

We can give your retirement strategy a second set of eyes, so you can feel confident that you’re prepared, even if the unexpected happens. Using our 5-Star Retirement Plan™ as a model we will Stress Test your current strategy to determine if it's on track.

dog_ferari

Here’s what the industry is saying about W.A. Smith Financial Group

"Largest Registered Investment Advisors" CRAIN'S CLEVELAND BUSINESS (2020) Crain's Cleveland Business (2020)
“#7 Fastest Growing in the $250-500m Category" Financial Advisor Magazine (2020)
“One of America's Fastest-Growing Private Companies” INC. 5000 (2020) Inc. 5000 (2020)

The above are paid placements purchased by W.A. Smith Financial Group

To learn how W.A. Smith Financial Group could help you improve your retirement, schedule a Retirement Tune-Up™ financial review today.

Retirement Solutions with Bill Smith and Robin Swoboda

Tune in Sundays at 11:30 am on WKYC 3 and on News 5 at 12:00 pm in Cleveland!

bill_robin_hero2
Call Now Button