Financial Planning

Discover many of the opportunities available to help you plan for your financial future.

Financial Planning Services

We provide retirement planning products and services that give you a realistic view of your retirement future and knowledge about how to make your money and investments perform.

  • 401k rollover
  • IRAs
  • LTC insurance
  • Retirement
  • Wealth preservation
  • Estate conservation
  • Wealth Management

We assist with every aspect of your investment portfolio: strategy, structure, implementation and ongoing portfolio management.

  • Mutual funds
  • Fixed indexed annuities
  • Brokerage services
  • Needs analysis

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 1-866-417-4156 or call us at today! We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Have Questions for W.A. Smith Financial?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

  • Can your portfolio handle the stress of retirement? - Free Portfolio Stress Test

    Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio.

  • Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor.