Helping You Take Your Financial Plan To The Next Level!
Complimentary access to our resources covering 5 key areas of holistic financial planning:
INCOME | INVESTING | TAX PLANNING
LEGACY | HEALTHCARE
Are You Aware of Your Tax-Free Options?
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.
Understanding Risks in Retirement
Chapter 2 from “Retirement Tune-Up: Plan Well and Prosper in Retirement” will give you a better understanding of which retirement risk you should look out for if you’re planning to draw income from your portfolio.
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.”