From Brecksville to Broadview Heights, Strongsville to Hinckley and Richfield—retirees in Cleveland’s southern suburbs often face one big question: Is my financial plan ready to support the next phase of life? Whether you're already retired or planning ahead, working with a fiduciary who specializes in retirement can make a big difference.
W.A. Smith Financial Group serves this area through its Independence office, providing customized financial planning built around income, taxes, healthcare, investing, and estate considerations. The firm’s Ascend 360™ process offers a clear structure for decision-making, led by a team of credentialed advisors with decades of experience.
The process starts with a Retirement Tune-Up™ financial review—an opportunity to step back, take stock of your current plan, and identify areas where you could gain more clarity or control.
For those in Cleveland’s south suburbs who want expert guidance with a local presence, W.A. Smith Financial Group offers a steady hand and a proven, planning-first process.
Disclosure:
Great Lakes Retirement, Inc., (DBA W.A. Smith Financial Group (W.A. Smith), (this website) is owned and operated by W.A. Smith. W.A. Smith offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of W.A. Smith as of the date hereof, which are subject to change without notice at any time. W.A. Smith does not represent that any opinion or projection will be realized. Neither W.A. Smith nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification. Insurance and tax planning services offered through W.A. Smith Financial, LLC. We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
Ascend360™ Insider is a free online community and weekly video series that is delivered straight to your email inbox, covering essential retirement and financial planning tips.
.avif)
Get guidance from our free resources on retirement, tax strategies, and investment planning.
See the resources
