Sarasota retirees often face unique challenges—seasonal residency, complex tax situations, and healthcare decisions that evolve with age. That’s why choosing a financial advisor who understands retirement planning in Florida is so important. The ideal advisor doesn’t just manage investments—they help you build a plan that supports your lifestyle, goals, and long-term peace of mind.
W.A. Smith Financial Group has an office right here in Sarasota, serving clients locally and those splitting time between Florida and Ohio. The firm’s Ascend 360™ planning process was designed to simplify retirement by integrating income planning, tax strategy, estate preparation, healthcare guidance, and investment management. Every client starts with a complimentary Retirement Tune-Up™ financial review—a no-pressure conversation to assess your current plan and uncover potential opportunities.
For Sarasota retirees who want clarity, structure, and long-term support, W.A. Smith Financial Group offers a personalized, planning-first approach grounded in fiduciary care.
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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