Bill Smith

Bill Smith Email and Phone Number

Retirement and Income Planning Specialist | Financial Author | CEO @ W.A. Smith Financial Group
Ohio, United States
Bill Smith's Location
Ohio, United States, United States
Bill Smith's Contact Details
About Bill Smith

William A. Smith, Registered Investment Advisor and Founder of W.A. Smith Financial Group, has over two-decades of experience helping financially responsible individuals with retirement planning, estate planning, wealth preservation & financial planning. For Smith, providing optimal & sound advice to clients is his #1 commitment and priority. He holds a Series 66, insurance license & is a Registered Financial Consultant with the International Association of Registered Financial Consultants.Bill is sought after by local and national media. On a national level, he has appeared in The Wall Street Journal, Smart Money Magazine, Yahoo!Finance, AOL Finance, Forbes.com, Senior Market Advisor. Locally, he is on Cleveland's ABC NewsChannel 5 and Fox 8, where he is the Host of "Retirement Solutions" with co-host Robin Swoboda. Bill also hosts the popular radio show, “Retirement Solutions." He is the author of “Knock-Out Your Retirement Income Worries FOREVER: The Ultimate Training Guide for Developing Financial Security”, which was published in December 2011. Outside of his profession, he enjoys spending time with his wife Erica and three children. They enjoy spending time together as a family boating on Lake Erie and supporting each other at numerous sporting events.W.A. Smith Financial Group specializes in reliable income plans that clients cannot outlive and reducing unnecessary estate and income taxation. Their seasoned team of advisors and support staff are committed to providing the best service in the retirement planning industry today. They do this by strategically helping clients lower tax bills, reduce investment fees, protect money from future stock market declines and develop income plans that they will never outlive. W.A. Smith also provides education about key issues clients face when it comes to retirement—like creating guaranteed income, managing wealth in any economy, applying the right amount of investment risk & making sure the estate is in order.

Bill Smith's Current Company Details
W.A. Smith Financial Group

W.A. Smith Financial Group

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Retirement and Income Planning Specialist | Financial Author | CEO
Ohio, United States
Bill Smith Work Experience Details
  • W.A. Smith Financial Group
    Retirement And Income Planning Specialist | Financial Author | Ceo
    W.A. Smith Financial Group
    Ohio, United States
  • W.A. Smith Financial Group
    Retirement & Income Planning Specialist | Financial Author | Ceo
    W.A. Smith Financial Group Jan 2011 - Present
    W.A. Smith Financial Group is Ohio's premier retirement and income planning firm. We help people insure and secure their money.
  • Great Lakes Retirement, Inc.
    Wealth Preservation Consultant | Investment Advisor Representative | President & Cio
    Great Lakes Retirement, Inc. Jan 2000 - Present
    Investment Advisory Services offered through Great Lakes Retirement, Inc., an Ohio Registered Investment Advisor. Bill Smith is also a licensed insurance agent with the state of Ohio.

Bill Smith Skills

Retirement Planning Retirement Estate Planning Financial Advisory Financial Planning Fixed Annuities Investments Insurance Strategic Financial Planning Finance Iras Life Insurance Wealth Management Services Wealth Wealth Management Investment Management 401k Financial Services Asset Management Investment Advisory Asset Protection Personal Finance Securities Asset Allocation Mutual Funds Income Investment Advisory Services Portfolio Management Financial Advisor Money Management Financial Planners Annuities Wealth Preservation Insurance Agent Retirement Income Registered Financial Consultant Registered Investment Advisor Cash Flow Management Asset Managment Estate Conservation

Bill Smith Education Details

Frequently Asked Questions about Bill Smith

What company does Bill Smith work for?

Bill Smith works for W.a. Smith Financial Group

What is Bill Smith's role at the current company?

Bill Smith's current role is Retirement and Income Planning Specialist | Financial Author | CEO.

What is Bill Smith's email address?

Bill Smith's email address is br****@****ent.com

What is Bill Smith's direct phone number?

Bill Smith's direct phone number is +141962*****

What schools did Bill Smith attend?

Bill Smith attended The University Of Akron.

What are some of Bill Smith's interests?

Bill Smith has interest in Family, Boating, Fishing And Exercise, Hunting, Sporting Events.

What skills is Bill Smith known for?

Bill Smith has skills like Retirement Planning, Retirement, Estate Planning, Financial Advisory, Financial Planning, Fixed Annuities, Investments, Insurance, Strategic Financial Planning, Finance, Iras, Life Insurance.

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