W.A. Smith Financial Group manages 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 live their dreams. You may know our 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. If you’ve worked with other financial professionals who seemed more like salespeople than advisors, rest assured that you won’t have that experience at W.A. Smith Financial. We focus on creating a plan, not on individual products. Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Insurance services offered through W.A. Smith Financial, LLC. Robin Swoboda is a paid affiliate of the Bill Smith show.