Download the report Take Charge of Your Taxes
In this complimentary guide, avoid surprises at tax time and learn about proposed tax law changes that could affect your tax return, such as:
- The Biden administration tax plan
- Corporate tax law changes
- Capital gains tax modifications
- Income tax bracket adjustments
Download the Report How to Hire the Right Financial Advisor
In this complimentary guide, learn the most important things to consider when hiring a financial advisor, such as:
- What to have prepared before you interview an advisor
- How advisors get paid for the services they provide
- The different types of advisors and which type fits you best
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
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
The above are paid placements purchased by W.A. Smith Financial Group
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!