Skip to content

We can help you regain control of your financial future. Click HERE to book a phone meeting ASAP!

866-417-4156

LOGO
  • Who We Are

    Who We Are

    Our mission is to ensure our clients worry more about their life and less about their money.

    Learn More

    team4

    Our Team

    We’re on a mission to help you worry more about your dreams and less about your money.

    giving_back

    Giving Back

    "We make a living by what we get; we make a life by what we give.”
    - Winston Churchill

    carreers2

    Careers

    If you’re a hard worker with a passion for helping others succeed, we want to hear from you.

  • Problems We Solve
  • Attend a Webinar
  • TV Show
tuneUptm
 

  • This field is for validation purposes and should be left unchanged.

Archive for March 2016

Filling in Bubbles Won’t Always Lead to a Fulfilling Retirement

By W.A. Smith Financial | March 29, 2016 | 0

Yes, there are essential questions you need to ask yourself before you retire. But taking an online quiz with stock questions and answers may not be the best way to help you make this important decision. Therefore, instead of calculating your score and placing you in a category with run-of-the-mill recommendations, we delve deep to…

Read More

Recent Posts

  • Pandemic Highlights the Difference Between Economics and Finance
  • Vaccines and the Stock Market
  • When To “Buy Low”
  • The Pros and Cons of Corporate America’s Remote Work Trend
  • How To Help Maximize Social Security Benefits

Archives

  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013

Categories

  • Kiplinger
  • Uncategorized
Logo144
Contact Us

Call us: 866-417-4156
Send us a message

Locations

Cleveland, Ohio
Sheffield Village, Ohio
Sandusky, Ohio

Quick Links

Client Login
Blog
TV Show
Contact
Careers

Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor.

Insurance services are offered through W.A. Smith Financial, LLC.

Robin Swoboda is a paid affiliate of the Bill Smith Show.

Disclosures | Form CRS

Call Now Button
  • Who We Are
    • Our Team
    • Giving Back
    • Careers
  • Problems We Solve
  • Attend a Webinar
  • TV Show
  • Tune Up