We help people manage their money in retirement.

Let’s Get Started

Our process begins with a comprehensive retirement tune-up to identify the amount of risk, fees, and loss exposure within your current portfolio. Fill out the form below to get started.

If you need immediate assistance, please feel free to call us at 866-417-4156

We specialize in retirement and income planning for retired individuals and those within five to 10 years from retirement with a minimum of $250,000 in investable assets.

Catch Bill Smith, the host of the TV Talk Show, “Retirement Solutions” with Robin Swoboda Sundays at Noon on News 5 and Saturdays at 6:30a.m. on Fox 8

Bill Smith is a Registered Financial Consultant, President and CEO of W.A. Smith Financial Group, Chief Strategist of Great Lakes Retirement, Inc., and author of the published book, Knock Out Your Retirement Income Worries Forever.