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Stay Ahead with Expert Financial Insights—Join Ascend360 Insider Today

Financial planning can be complicated, but it doesn’t have to feel that way. With exclusive tips, timely updates, and real-world examples, Ascend360 Insider helps you plan smart and worry less—because peace of mind starts with knowing what’s ahead.
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Why Join Ascend360 Insider?

We get it—life has twists and turns, and staying on top of your financial future can be overwhelming. Whether it's retirement planning, market volatility, or healthcare costs, Ascend360 Insider gives you expert insights so you can feel ready for whatever comes next.

When you subscribe, you’ll receive:

Weekly video tips from Bill Smith—on topics like investments, retirement income, and tax strategies.

Real-world stories and examples from people just like you navigating their financial journeys.

Who Should Join?

This newsletter is for anyone who wants clarity and control over their financial future, especially:

Become an Insider
Pre-Retirees & Retirees

Make sure your financial plan evolves as life changes.

Investors

Stay informed on market trends and smart strategies.

Anyone Seeking Financial Peace of Mind

Life is easier when you know your finances are in good hands.

See what our clients say

We're proud of the relationships we build with our clients and the results we achieve together. Read their stories and discover why they trust us with their financial futures. We invite you to join our community of empowered individuals.

Displayed testimonials were provided by current clients. No compensation of any kind was provided for these testimonials.

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John Carter

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

Sophie Moore

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

Matt Cannon

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

Andy Smith

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

John Carter

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

Sophie Moore

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

Matt Cannon

“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”

Andy Smith

"Was a very professional experience. Feel comfortable with the Group handling my resources, as I want."

Paul G. | Client Since 2023

Former Owner of insurance agency
"Excellent very helpful and have chose wise decisions with finances as well as retirement planning"

Scott A. | Client Since 2017

Administrative nurse O'Neill health care
"It's been great. Andrew and his team are always ready to help me with any questions or needs. That definitely reduced my anxiety regarding retirement."

Jill G. | Client Since 2018

Former Director of MIS
"Very good and helpful. They take the time to explain your portfolio so you understand it. Would recomend highly them."

Theresa H. | Client Since 2015

Former Dental assistant for Dr. Myers and Dr. Nicely
"I am very pleased at the ease, professionalism, customer service, and friendliness. I feel confident with W.A. Smith I will reach my retirement goals."

Denette C. | Client Since 2023

Executive Admin., Parker Hannifin
"Local company - speaking with a local rep face-to-face is always a good asset"

Martin L. | Client Since 2023

General Manager, Try Auto Sales-All Family of companies

Care for a sample?

Here’s what you are missing out on...

The Guide to Early Retirement for High-Net-Worth Individuals

3 Signs You're Investing Based on FOMO (Fear of Missing Out)

How Professional Investors Navigate Market Volatility

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Become an Insider Today

By submitting this form, you agree to receive marketing communications from W.A. Smith Financial Group. You can opt-out at any time.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.