Choosing a financial advisor near Independence isn’t always easy—especially if you’re approaching retirement and unsure who to trust. Many people in this stage of life want more than just investment advice. They’re looking for guidance across income, taxes, estate planning, and healthcare—and they want that advice to be personalized and conflict-free.
W.A. Smith Financial Group, with an office serving Independence and the greater Cleveland area, was built with that in mind. The firm follows a proprietary framework called the Ascend 360™ planning process, which helps clients organize and optimize all key areas of retirement. It begins with a complimentary Retirement Tune-Up™ financial review that helps clarify goals, identify gaps, and explore new planning strategies.
If you’re looking for a team that values planning first and offers deep retirement experience, W.A. Smith Financial Group provides a structured, fiduciary-based approach that may be worth considering.
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.
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