Retirement Planning Secrets of High-Net-Worth Families

Great Lakes Retirement, Inc., operating under the DBA W.A. Smith Financial Group, is the sole SEC-Registered Investment Advisory firm. This website is owned and operated by W.A. Smith Financial Group. Investment Advisory Services are offered exclusively through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. SEC registration does not imply an endorsement of the firm by the SEC, nor does it indicate a specific level of skill or qualification. The information provided on this website is for general informational purposes only and is not directed toward any individual or tailored to any particular financial situation. Content provided should not be considered as investment advice or a recommendation to purchase or sell any specific security. Opinions and projections expressed are as of the date stated and are subject to change without notice. No representation is made regarding the accuracy, completeness, or timeliness of the information provided, and Great Lakes Retirement, Inc., its officers, directors, or affiliates assume no liability for errors or omissions. Past performance does not guarantee future results. All investments involve risk, including the potential loss of principal. No investment strategy guarantees a profit or prevents loss in declining markets. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory agreements. Insurance and tax planning services are offered through W.A. Smith Financial, LLC.

Medicare Advantage Plans are insured or covered by a Medicare Advantage organization with a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment in the plan depends on the plan’s contract renewal with Medicare. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Availability of benefits and plans varies by carrier and location. Deductibles, copays and coinsurance may apply. Plans purchased after initial enrollment period are subject to eligibility requirements. We are not affiliated with Medicare or any other government agency. By contacting us, you will be connected with a licensed insurance agent. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Product and feature availability may vary by state and issuing company.