We manage wealth for successful individuals and business owners.
2021 Make-A-Wish Charitable Raffle and Dinner Drawing
Weds., Nov. 10, 2021
Join us this year in supporting the 2021 Make-A-Wish Charitable Raffle and Dinner Drawing. Help us smash our $50,000 goal; make a special child’s dream come true and enjoy a once-in-lifetime adventure that only the Make-A-Wish Foundation can provide.
Participants can purchase raffle tickets online for a chance to win fabulous prizes
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Curious about the benefits of scheduling a complimentary consultation?
Questions we help you answer:
Will I run out of money?
Will he/she be OK when I die?
Will I have to give things up?
Will my business succession plan work?
How do I create a paycheck from my investments?
Do I have enough to retire?
How much risk should I be taking with my investments?
Our 5-Star Retirement Plan™ covers
Income planning
Investment strategy
Estate planning
Tax planning
Health care planning
The Fiduciary Standard
Our advisory team adheres to a “fiduciary standard,” putting the client’s best interests above everything else. We focus on creating a financial plan first, not on selling investments and financial products.
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Here’s what the industry is saying about W.A. Smith Financial Group
Accolades through Crain’s Cleveland Business, Financial Advisor Magazine, and Inc. 5000 are awards that W.A. Smith Financial Group qualified for and are purchased placements.
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!
