Unexpected expenses can derail even the best-laid financial plans. Learn how to identify these hidden costs, create a budget that works, and build a financial safety net that protects you from life's surprises. It's time to take charge of your money and create a future where you're thriving, not just surviving.
Schedule Your Free Retirement Tune-Up™ financial review
Connect with an advisor for a free 1-hour financial review.
Thank you! Your submission has been received! We will reach out to you shortly regarding your consultation.
Oops! Something went wrong while submitting the form.
See what our clients say
We're proud of the relationships we build with our clients and the results we achieve together. Read their stories and discover why they trust us with their financial futures. We invite you to join our community of empowered individuals.
Displayed testimonials were provided by current clients. No compensation of any kind was provided for these testimonials.
“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”
John Carter
“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”
Sophie Moore
“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”
Matt Cannon
“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”
Andy Smith
“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”
John Carter
“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”
Sophie Moore
“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”
Matt Cannon
“Lorem ipsum dolor sit amet conse ctetur adipiscing lectus a nunc mauris scelerisque sed egestas pharetraol quis pharetra arcu pharetra blandit.”
Andy Smith
"Very good and helpful. They take the time to explain your portfolio so you understand it. Would recomend highly them."
Theresa H. | Client Since 2015
Former Dental assistant for Dr. Myers and Dr. Nicely
"Was a very professional experience. Feel comfortable with the Group handling my resources, as I want."
Paul G. | Client Since 2023
Former Owner of insurance agency
"I am very pleased at the ease, professionalism, customer service, and friendliness. I feel confident with W.A. Smith I will reach my retirement goals."
Denette C. | Client Since 2023
Executive Admin., Parker Hannifin
"Local company - speaking with a local rep face-to-face is always a good asset"
Martin L. | Client Since 2023
General Manager, Try Auto Sales-All Family of companies
"Excellent very helpful and have chose wise decisions with finances as well as retirement planning"
Scott A. | Client Since 2017
Administrative nurse O'Neill health care
"It's been great. Andrew and his team are always ready to help me with any questions or needs. That definitely reduced my anxiety regarding retirement."