Retirement Solutions

4 Questions to Answer Before You Retire

Retirement Solutions | Season 10 Ep. 2

Discover the essential steps to ensure a secure financial future and a lasting legacy. Delve into advanced retirement planning techniques, including tax-efficient strategies and estate planning considerations.

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

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John Carter

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Sophie Moore

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Matt Cannon

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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

"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
"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
"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
"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
"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
"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