Description

Home of the Rise in Retirement Video Podcast Series. W.A. Smith Financial Group is the DBA (doing business as) name for W.A. Smith Financial Group LLC and Great Lakes Retirement, Inc., with Great Lakes Retirement, Inc. being the sole SEC-Registered Investment Advisory firm specializing in helping pre-retirees, retirees, and business owners manage their wealth with confidence. We provide personalized financial planning, investment management, and retirement strategies tailored to your goals. Our team takes a 360-degree approach to your financial life, so you can focus on living life while we manage your money. With a commitment to trust, transparency, and a client-first culture, we’re here to be the last financial advisor you’ll ever need.