W.A. Smith Financial Group

Your All-Encompassing
Planning Kit for Retirement

The items in your Ascend 360 Planning Kit can be accessed below.

Retirement Tune-Up

Retirement Tune-Up (eBook)

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Will Your Money Last As Long As You Do (Guide)

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Will a Recession Rob Your Retirement? (Guide)

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How to Hire the Right Financial Advisor (Guide)

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Take Charge of Your Taxes (Guide)

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Inflation and Your Retirement(Guide)

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Request a Discovery Meeting

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Schedule your Complimentary Discovery Meeting today!

Toolkit Schedule 1-on-1 Template

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