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    Who We Are

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

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

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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.

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