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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 resources covering 5 key areas of holistic financial planning:

INCOME | INVESTING | TAX PLANNING

LEGACY | HEALTHCARE

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TAXES

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.

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book
PLANNING

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.

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Who We Are

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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.

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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