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We manage money for successful individuals and business owners.

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

  • income


  • investments


  • estate_plan

    Estate Plan

  • taxes


  • healthcare



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
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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:


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

"Largest Registered Investment Advisors" CRAIN'S CLEVELAND BUSINESS (2020) Crain's Cleveland Business (2020)
“#7 Fastest Growing in the $250-500m Category" Financial Advisor Magazine (2020)
“One of America's Fastest-Growing Private Companies” INC. 5000 (2020) Inc. 5000 (2020)

The above are paid placements purchased by W.A. Smith Financial Group

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