4604 Timber Commons Drive
Sandusky, Ohio 44870
Sandusky Financial Advisors
Benefits of Hiring Our Financial Advisors
If you're like most Americans, you've got your financial future in mind. Though the economy is growing, many workers are seeing a decline in the real value of their earnings. Though the real estate market may be surging in West Coast cities, in other places, it's flatlining. Stocks are rising, but you've got to have cash to invest and know where to place it. With all this in mind, did you know that you can profit from all of the rising trends in the economy from right here in Sandusky?
Get the security you need with a worthy investment portfolio crafted by one of our financial experts. When one of our advisors at W.A. Smith handles your financial plan, you can achieve the future lifestyle you desire.
A professional advisor from our Sandusky Branch knows how to make your financial security and goals a reality. It starts with building a relationship with you and your family. To create the financial plan that is right for you, your advisor will discover your goals, aspirations, timeline, and your risk tolerance to determine your 5-Star Retirement Plan.
The financial markets offer more options now than ever before. This means more opportunity for investors like you to profit, but it also means that financial planning has become more complex. While many financial advisory firms take the cookie-cutter approach, attempting to pigeonhole clients into prepackaged solutions, our advisors take the time to get to know you, so they can put your money into investments that suit your situation.
Our advisors are experts in many types of financial services, including the following:
- 401(k) Rollovers
- IRA Transfers
- Long-Term Care Planning
- Retirement Income Strategy
- Wealth Preservation
- Estate Conservation
- Wealth Management
- Income Planning
- Tax Planning
To get you the right mix of assets, our advisors begin with a fact-finding consultation that defines the financial needs of the client. Based on this, the client and advisor are able to determine how much contribution the client needs to make and determine a realistic return-rate goal. We will help you create a plan with specific goals and strategies that are catered to you so that you can worry more about your life and less about your money.
Our local Sandusky team has been helping members of our community for many years. We have built a reputation for principled, responsible and knowledgeable stewardship of our clients' assets. Please contact our Sandusky office for a consultation with one of our advisors. With our expertise and dedication, your money will grow steadily and securely. Call us at 866-417-4156
Need a second opinion? It all starts with the Ascend360™ planning process.
“You can never get a second opinion from those who gave you the first”
-Bill Smith, CEO