ExtraLogoTransparent

Helping You Take Your Financial Plan To The Next Level!

Through the Retirement Solutions TV platform, Bill Smith, RICP®, MRFC®, Founder and CEO, has made it his mission to educate and empower his viewers to make smarter, more informed financial decisions.
Through the Retirement Solutions TV platform, Bill Smith, RICP®, MRFC®, Founder and CEO, has made it his mission to educate and empower his viewers to make smarter, more informed financial decisions.

Complimentary access to our financial planning resources covering 5 key areas of holistic financial planning:

INCOME | INVESTING | TAX PLANNING

LEGACY | HEALTHCARE

SocialSecurityCoverImage

INCOME

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.

Request What, When, Who, How? The Social Security Decisions

  • This field is for validation purposes and should be left unchanged.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Request the Guide
GreatestGiftCoverImage

LEGACY

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.

Request The Greatest Gift: Outline Your Wishes With an Estate Plan

  • This field is for validation purposes and should be left unchanged.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Request the Guide
TaxPlanningCoverImage

TAXES

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.

Request High Tax. Zero Time. Big Revenue Goals!

  • This field is for validation purposes and should be left unchanged.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Request the Guide
ascend360
INVESTMENTS

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.

Request Ascend 360 Investment Strategies

  • This field is for validation purposes and should be left unchanged.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Request the Guide

Who We Are

Bill Smith - Cleveland-cropped

Bill Smith is CEO of W.A. Smith Financial, LLC, and Founder and Chief Strategist of Great Lakes Retirement, Inc. Bill has been serving clients through holistic financial planning, disciplined investment strategies and proactive personal service since 1995.

Author of two retirement books: “Retirement Tune-Up: Plan Well and Prosper in Retirement” (2020) and “Knock Out Your Retirement Income Worries Forever: The Ultimate Training Guide for Developing Financial Security” (2011).

He hosts the television show “Retirement Solutions,” where he addresses top concerns for retirees and their investments with co-host Robin Swoboda. The show airs at 11:30 a.m. Sundays on WKYC 3 and noon Sundays on ABC 5 in Cleveland.

For four years running, W.A. Smith Financial Group has been among the 5,000 fastest-growing companies in America as determined by Inc. magazine, the largest investment advisers in Northeast Ohio as determined by Crain’s Cleveland Business, and the top 500 fastest-growing registered investment advisors nationwide as determined by Financial Advisor Magazine.

We help successful individuals and business owners achieve financial peace of mind.

Web_TeamPicIMG_1256_cropped

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.

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.”

Read More From W.A. Smith Clients