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Schedule my 30-minute call
Schedule my 30-minute call

Schedule Your 30-Minute Consultation

Talk to a real advisor and start building a custom plan.

Talk one-on-one with a W.A. Smith Financial Group advisor, ask questions, and learn more about how we help people plan for retirement. It’s a no-pressure conversation designed to help you decide whether you’re ready to take the next step.

You Didn't Save For Decades to Spend Retirement Worrying About Money

Why Viewers Turn Into Clients

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You’ll See the Gaps Most Advisors Miss

We don’t just talk strategy—we show it. Every episode features real financial plans under the microscope, helping you spot blind spots in income, taxes, healthcare, and more.

We’re Not Guessing—We’re Planning

Bill's team brings years of experience and a strategic planning process to the table. It’s not about products. It’s about a custom-built retirement plan that works for you.

It’s Not Too Late—Or Too Early—to Get a Second Opinion

Whether you’re already working with someone or just starting to think seriously about retirement, our Retirement Tune-Up helps you know exactly where you stand—and what to do next.

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Talk to a real advisor and start building a custom plan.

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Rise and Retirement Set

What's being said about W.A. Smith Financial Group

"Largest Wealth Financial Firms"
Crain's Cleveland Business
(2019 - 2025)
Inc. 5000 badge with text 'America's Fastest-Growing Private Companies' in a circular design.
"One of America's Fastest-Growing Private Companies"
INC. 5000
(2019 - 2022, 2025)
Badge reading FA America’s Top RIAs 2024.
"America's Top RIAs"
Financial Advisor Magazine
(2019 - 2024)
Smart Culture logo with colorful human icons, label Northeast Ohio, and text 2025 Honoree on green background.
"Smart Culture Honoree"
SMART BUSINESS
2025
Largest Wealth Financial Firms" by Crain's Cleveland Business (2025) – This rating was awarded based on 2025 data and rankings, with placement obtained through both qualification and paid participation. Rankings include: 24th in 2025, 24th in 2024, 16th in 2023, 17th in 2022, 19th in 2021, 21st in 2020, and 22nd in 2019. "One of America's Fastest-Growing Private Companies" by INC. 5000 (2023) – This recognition was given based on 2023 growth data for private companies, with placement secured through qualification and paid participation. Past awards include rankings in the top 5000 for the years 2025, 2022, 2021, 2020, and 2019. Although we did not rank in the top 5000 for the past two years, we are still eligible to use the INC. 5000 logo due to prior awards. "America's Top RIAs" by Financial Advisor Magazine (2024) – This rating was awarded based on 2024 performance criteria for registered investment advisors, with placement obtained through qualification and paid participation. Rankings include: 306 in 2024, 373 in 2023, 377 in 2022, 417 in 2021, 477 in 2020, and 6th in the top 50 fastest-growing in 2019. "Smart Culture Honoree Award" by Smart Business (2025) – This recognition was awarded based on our workplace culture that drives performance and establishes us as an employer-of-choice, with placement obtained through qualification and paid participation.

One Advisory team with one Vision

to be the last advisor you ever need

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Speak Directly With an Advisor

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Meet the Rise in Retirement Team

Andrew Toccaceli

RICP®, MRFC®
Co-Host

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.

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