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  • Who We Are
  • What We Do
  • Giving Back
  • Education
    • Video Library
    • Complimentary Guides
    • Books
  • Careers
  • Client Login
  • Schedule a Retirement Tune-Up

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Cleveland, Ohio
Sheffield Village, Ohio
Sandusky, Ohio
Sarasota, Florida

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Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification.
Insurance and tax planning services offered through W.A. Smith Financial, LLC.

We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

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