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.

W.A. Smith Financial Group/Make-A-Wish Charity Golf Outing

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Winston Churchill once said, “You make a living by what you get—you make a life by what you give.” We need your help to give back to two very special children through Make-A-Wish. Thomas is 11 years old, and he’s battling spinal muscular dystrophy. Thomas’s wish is to meet the cast of his favorite TV Show, Gabriel is 4 years old, and he’s battling cystic fibrosis. Gabriel’s wish is to go to Disney World. Please help us raise these funds by donating or forming a team for our Inaugural Make-A-Wish Charity Golf Outing. With this outing we’re going to make Thomas and Gabriel’s wishes come true.

Our Financial Guided Planning System:

See how our Four-Step Financial GPS works for you

1

Evaluate


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

2

Plan


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

3

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!

4

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:

Check back later for upcoming events.

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

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