Why Choose Us

Today’s retirement landscape is rocky at best, and one of the most important aspects of planning for retirement is working with the right financial advisor. Retirees are faced with the tough task of sorting through all the choices of today, so that they find the right person who will help them plan for tomorrow, and beyond.

Our team of advisors and the support staff at W.A. Smith Financial Group is committed to providing the very best service in the retirement planning industry today. Through continuing education, weekly team meetings and planning sessions, and a comprehensive team planning approach, we have helped over 350 Ohio retirees secure their financial futures.

W.A. Smith Financial is a full-service, fee-based independent advisory firm dedicated to providing guaranteed, custom income plans that our clients cannot outlive. Clients of W.A. Smith can expect:

• To be educated about their financial situation more than they ever have been before
• To understand where they currently are, and where they can expect to be at any point in their retirement future
• To have a completely custom written financial plan that consists of:
  1. Guaranteed income that is reliable
  2. The protection of assets from future stock market loss
  3. Conservative and affordable wealth management strategies for risk money
  4. An estate plan that allows you to avoid probate and pass your money on to your heirs in the most tax-advantageous way possible.
• Quarterly reviews and in-depth analysis
• Monthly educational events and correspondence
• Timely answers (within 24 hours) to any and all questions that arise including periodic updates to all service requests

Don’t be left out in the dark for your retirement portfolio. You deserve to work with someone who can help you establish complete financial security. Click here to learn more about W.A. Smith Financial Group and the G.P.S. (Guided Planning System)