Great Lakes Retirement

The Wealth Management process begins with an in-depth evaluation of your current financial situation. Once we have established your overall objectives, we will focus on your specific goals.

About Great Lakes Retirement

Great Lakes Retirement, Inc. is an Ohio Registered Investment advisor offering the following services:

Fidelity Custodial Services

  • Institutional Asset Manager
  • Managed Portfolios
  • Individual Securities
  • Alternative Investments
  • Mutual Funds
  • Stocks
  • Bonds

Institutional-level advisors and consultants can often help investors to bypass the additional costs of the retail brokerage market. Institutional account holders generally trade directly without the extra costs associated with retail distribution and marketing.

A customized plan

We will customize a plan that best meets your needs—giving you cost-effective, institutional asset management, transparency and expertise.

Privacy Policy

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. a Registered Investment Advisor.