W.A. Smith Financial Group

Services Offered

• Retirement income planning
• Wealth management
• Estate planning coordination
• Tax-efficient planning strategies

About

W.A. Smith Financial Group is a financial consulting firm located in Sandusky, Ohio, specializing in retirement income planning, wealth management, and estate planning coordination. The firm operates as the DBA for W.A. Smith Financial Group LLC and Great Lakes Retirement, Inc., which is the sole SEC-Registered Investment Advisory firm. Their advisors focus on providing tax-efficient planning strategies for pre-retirees, retirees, and business owners in the Sandusky area. They offer comprehensive financial planning services to individuals and families seeking guidance on retirement and investment matters.

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