Discover how we can create a solid plan for your retirement and the management of your assets.
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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:
Exactly where you stand
We’ll examine your current strategy, looking at your portfolio, savings and goals.
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.
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.
Here’s what the industry is saying about 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
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