Our 4-Step Comprehensive Planning Process
The Ascend360TM Planning Process could help you build a comprehensive financial plan that addresses 5 key areas: income planning, investment strategy, tax reduction, legacy planning, and healthcare solutions.
Who is the Ascend360™ process right for?
Our process was designed to help nice individuals or business owners who:
- Have established themselves financially
- Desire a more comprehensive planning approach
- Want all the financial pieces of the puzzle to fit together cohesively
- Are asking questions like:
Will he/she be OK when I die?
Will I have to give things up?
Will my business succession plan work?
How do I create tax-efficient cash flow in retirement?
Do I have the appropriate amount of risk exposure with my investments?
How do I know when I've saved enough to retire?
Can I save more money annually on my taxes?
Is my current financial plan as efficient as it could be?
How does it work? The Ascend360TM Planning Process
Step 1: Discover
Step 2: Analyze
Step 3: Implement
Step 4: Evolve
Want to know more about how our 4-step process could help you? Click the button below and learn more today!
Testimonials
Kevin H.
“W.A. Smith Financial has a great team that stays on top of the changing market conditions. Prepares their clients for possible political changes and what to consider in their investments.”
Brian A.
“W.A. Smith Financial has done great and I’ve had no problems. If I have a question I can call and get a timely answer.”
KKF
"Excellent. 10 of 10. Responsive, forward thinking, personable. Our advisor is willing to give his honest opinion."
KKF
“Our advisor calms the waters during turbulent times.”
Richard F.
“…This hard-working group not only works as a team but keeps us informed with online reports and includes us in decision making.”
Christopher and Peggy
“…They offer a vast knowledge of markets. A great company to partner with!”
Stephen F.
“We have been extremely pleased with W.A. Smith and our advisor. Informative, quick to respond, and our portfolio has done very well.”
Chris L.
“An excellent group of people, great communicators and results. Always providing information on the market through emails and lunches, which I hope to attend in the future.”
Keith G.
“Jarrett has been great to work with for many years. He is honest and has our interests in mind when giving financial advice.”
The Official Wealth Management Partner of the Cleveland Guardians
Here’s what the industry is saying about W.A. Smith Financial Group
Accolades through Crain’s Cleveland Business, Financial Advisor Magazine, and Inc. 5000 are awards that W.A. Smith Financial Group qualified for and are purchased placements.
