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
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
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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!