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.

Our Financial Guided Planning System:

See how our Four-Step Financial GPS works for you



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



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



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



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.


Get Started!

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

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