Skip to content

We manage money for successful individuals and business owners.

Which area of your finances could use a Retirement Tune-Up™ financial review?

  • income

    Income

  • investments

    Investments

  • estate_plan

    Estate Plan

  • taxes

    Taxes

  • healthcare

    Healthcare

Bill Smith & Robin Swoboda

 Co-hosts of the "Retirement Solutions" TV Show

bill_robin_hero2
media_logos

Discover how we can create a solid plan for your retirement and the management of your assets.

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:

plan1

Exactly where you stand

We’ll examine your current strategy, looking at your portfolio, savings and goals.

plan2

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.

plan3

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.

dog_ferari

Here’s what the industry is saying about W.A. Smith Financial Group

“#1 Fastest-Growing Registered Investment Advisor " Crain's Cleveland Business (2019)
“#6 Fastest-Growing in Asset Category $150m - < $300m" Financial Advisor Magazine (2019)
“One of America's Fastest Growing Private Companies” Inc. 5000 (2019)

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

Tune in Sundays 11:30 am WKYC 3 and News 5 at 12:00 pm in Cleveland!

bill_robin_hero2
Call Now Button