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What Type of Family are YOU?

A breakdown of the 3 types of families we work with at W.A. Smith Financial Group and how we determine which family YOU are.

6 Steps to Retirement Success

Questions you should ask about your retirement

6 Key Tips to Consider Before you Invest

What does your current retirement plan look like?

  • Whether you’ve never created a written retirement plan
  • You have a plan in place but know it needs to be better
  • You’ve spent time with another advisor building a plan but want a second opinion

A Retirement Tune-Up® financial review is just for you!

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Even a Ferari needs a tune-up now and again!

When’s the last time you got a second opinion on your financial strategy?

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