W.A. Smith Financial Group

W.A. Smith Financial Group is a Financial Planner in Elyria, OH. The firm manages money and builds income plans for retirees and pre-retirees, offering strategy-based guidance for retirement. Services include 401(k) and qualified plan rolovers, Roth conversions, withdrawal strategies, investment allocation, investment management, tax strategy and planning, tax mitigation, and tax gain/loss harvesting. The company aims to be the last advisor a client ever needs, focusing on clarity and trust.

Bill Smith, the Founder and CEO, leads the firm with a focus on continuous improvement and developing strong leaders within the company. He fosters a client-first culture and is passionate about outdoor activities, including hunting, fishing, and working on his 100-acre property. The team structure includes Wealth Advisors, a Client Service Team, Financial Planning, Corporate Administration, an Investment Committee, and a Marketing Team. The firm offers a complimentary Retirement Tune-Up financial review and a Stoplight Analysis assessment to determine if a retirement plan is on track, categorizing results as Red, Yellow, or Green based on projected withdrawal rates compared to sustainable ranges.

The office is located at 5070 Waterford Dr. It sits about 0.2 miles from Detroit Road and North Abbe Road. The area is also near Jungbluth Ditch, a creek, about 0.3 miles away. Cleveland Clinic - Sheffield Family Health Center is located about 0.3 miles from the business. The UPS Store is about 0.4 miles away, and Lorain County Community College is about 0.6 miles from the location.

W.A. Smith Financial Group holds a rating of 4.80 from customers who have reviewed it. The firm is known for building disciplined income plans and investment strategies designed to turn savings into reliable retirement income while managing long-term risk. This focus on reliable income and risk management distinguishes the firm in the Elyria financial planning sector.