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.
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.
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:
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:
