Helping You Take Your Financial Plan To The Next Level!
Complimentary access to our financial planning resources covering 5 key areas of holistic financial planning:
INCOME | INVESTING | TAX PLANNING
LEGACY | HEALTHCARE
What, When, Who, How? The Social Security Decisions
Learn about when you should begin receiving your distribution if you want to optimize your benefit, who else do these decisions impact, how does it all work, and more.
The Greatest Gift: Outline Your Wishes With an Estate Plan
This guide will help you think through a range of estate planning issues, including how to handle your “stuff” after you’re gone and use trusts to reduce family conflict.
Tax Planning in Today’s Economic Environment
In this guide, you’ll discover how the skyrocketing national debt could impact your retirement, and tax-free options that may help you keep more of your money.
Ascend 360TM Investment Strategies
In this guide, learn about our four-step process that identifies your financial goals so that our team of fiduciary advisors can provide the best strategies to meet your needs allowing you to focus more on your life and worry less about your money.
Pictured above: The team of holistic, fiduciary financial advisors and personnel who strive to ensure their clients focus more on their life and worry less about their money.
“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.”
“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.”
"Excellent. 10 of 10. Responsive, forward thinking, personable. Our advisor is willing to give his honest opinion."
“Our advisor calms the waters during turbulent times.”
“…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!”
“We have been extremely pleased with W.A. Smith and our advisor. Informative, quick to respond, and our portfolio has done very well.”
“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.”
“Jarrett has been great to work with for many years. He is honest and has our interests in mind when giving financial advice.”