Who We Are
Before you set out on a mission to develop the 5-Star Retirement Plan, you must first learn a thing or two about today’s financial professionals.
About W.A. Smith Financial
At W.A. Smith Financial, our advisors are fiduciaries who operate under a fee-based platform. We specialize in retirement and income planning for retired individuals and those within five to 10 years from retirement. Investment advisory services offered through Great Lakes Retirement, Inc., a registered investment advisor.
What is The Fiduciary Standard?
An advisor operating under the fiduciary standard must present, by law, the “best advice” he/she can give, taking into consideration the needs, wants and objectives of the individual. The client’s needs and personal objectives must come first. Typically, most fiduciary advisors are paid a quarterly fee calculated as a percentage of the assets for which he/she is providing advisory services (not commissions).
Let’s Get Started
Our process begins with a comprehensive Portfolio Stress Test to identify the amount of risk, fees, and loss exposure within your current portfolio. Fill out the form below to get started.