W.A. Smith Financial Group

Financial ServicesOhio, United States11-50 Employees

At W.A. Smith Financial Group, we aim to empower you to live your retirement dreams. We specialize in holistic financial planning and investment management, working alongside individuals, families, and business owners to pursue a secure and fulfilling future.

We also aim to develop financial plans that are built around your retirement vision. We believe retirement is about living a life that excites you, not just a number on a page. Our team of experienced advisors takes a personalized approach, crafting comprehensive plans that address your unique goals, values, and aspirations.

We have decades of experience helping clients navigate the complexities of:

- Retirement income planning
- Investment management
- Tax strategies
- Estate planning
- Healthcare planning

We work with individuals, families, and business owners who come from diverse backgrounds and share a common goal: to feel confident about their financial future and enjoy a comfortable retirement.

Ready to take the next step toward building a new retirement plan? Schedule a complimentary call today to explore how we can help you work towards achieving your financial goals. 

You can also start by joining Ascend360 Insider, where we cover common questions and concerns about financial planning in weekly episodes with our Founder and CEO, Bill Smith, RICP®, MRFC®.

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