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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


Bill Smith & Robin Swoboda

 Co-hosts of the "Retirement Solutions" TV Show

Check out Bill’s new book!

“Retirement Tune-Up: Plan Well and Prosper in Retirement"

As you motor along the highway toward retirement — whether you have an elaborate plan for retirement, an average plan or no plan at all — Bill’s book can help you assess how your strategy stacks up against the potential roadblocks ahead, the seven risks of retirement. Find out whether your plan could use a tune-up or a full rebuild.


Attend a Webinar

In an effort to keep our clients and staff safe, we will be holding all public workshops online.

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

“#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.

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!

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