Income Planning

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

Retirement Income Planning

Concerns about running short of money in retirement can be greatly alleviated by using our resources to help design appropriate income planning strategies. We can help you evaluate your current financial situation and develop a plan to help protect and preserve your retirement savings. You can then attain a more secure quality of life throughout your retirement. 


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 info@wasmithfinancial.com 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.