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- Meet Our Team
- Financial Services
Success in retirement is all about the protection and growth of ones assets and creating a rock-solid income plan. If you want to survive in retirement, you need a plan like the 5-Star Retirement Plan, which focuses on income and management of investment risk.
We properly invest and manage assets to develop a predictable income stream.
We look after assets to minimize investment risks that are faced in retirement.
Our partnered CPA will develop the best plan for your current situation.
We help people develop a plan to address potential catastrophic Long Term Care costs with or without insurance.
Our partnered estate attorney will review your current plan so that whatever you don’t spend during your lifetime can pass on to your heirs, charities, churches and loved ones in the most tax-advantageous ways possible.
*Estate plan review is conducted by a licensed estate attorney and works independent of W.A. Smith Financial Group
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.
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.