What We Do

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.

 

Retirement Is Synonymous With Income

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.

The 5-Star Retirement Plan

A RELIABLE INCOME PLAN

We properly invest and manage assets to develop a predictable income stream.

INVESTMENT PLAN

We look after assets to minimize investment risks that are faced in retirement.

A TAX-EFFICIENCY PLAN

Our partnered CPA will develop the best plan for your current situation.

ADDRESSING HEALTH CARE CONCERNS

We help people develop a plan to address potential catastrophic Long Term Care costs with or without insurance.

ESTATE PLANNING*

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


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.