If you’re nearing retirement and looking for a financial advisor in Sheffield Village, it’s important to find a firm that understands retirement income, tax planning, and legacy strategies. Working with a fiduciary who specializes in these areas can help ensure your plan supports both your lifestyle and long-term goals.
W.A. Smith Financial Group is a fiduciary financial planning firm with offices in Sheffield Village and throughout Northern Ohio. The firm’s advisors use a proprietary process called Ascend 360™ to help clients simplify their retirement decisions and build plans that include income, investment, healthcare, tax, and estate strategies. The team includes advisors with credentials like CFP®, RICP®, and MRFC®.
What sets the firm apart is its focus on planning before products. Every plan starts with a Retirement Tune-Up™ financial review—an initial consultation designed to uncover opportunities and help clarify your retirement goals. The in-house investment committee and ongoing client education provide added support.
For Sheffield Village retirees looking for clarity and confidence in retirement, W.A. Smith Financial Group offers a thorough, fiduciary-driven approach to financial planning. You can learn more or schedule a complimentary Retirement Tune-Up to explore your options.
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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