W.A. Smith Financial Group

We manage money for successful individuals and business owners. With a combined 60 years of financial experience, our team specializes in helping pre-retirees, retirees and business owners build strategies that allow them to reach their goals and achieve financial peace of mind. You may know Founder and CEO, Bill Smith, from his TV show with Robin Swoboda, or from his latest book, Retirement Tune-Up: Plan Well and Prosper in Retirement. In addition to training hundreds of financial advisors across the U.S., Bill has personally trained each wealth advisor on the W.A. Smith Financial team, ensuring you get the comprehensive guidance you deserve. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification. Insurance and tax planning services offered through W.A. Smith Financial, LLC. Robin Swoboda is a paid affiliate of the Bill Smith show.