Financial Planning


Discover many of the opportunities available to help you plan for your financial future.

Financial Planning Services

We provide retirement planning products and services that give you a realistic view of your retirement future and knowledge about how to make your money and investments perform.

  • 401k rollover
  • IRAs
  • LTC insurance
  • Retirement
  • Wealth preservation
  • Estate conservation
  • Wealth Management

We assist with every aspect of your investment portfolio: strategy, structure, implementation and ongoing portfolio management.

  • Mutual funds
  • Fixed indexed annuities
  • Brokerage services
  • Needs analysis

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 1-866-417-4156 or call us at info@wasmithfinancial.com today! We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.