W.A. Smith Financial Group

12/25/2025

Merry Christmas from the W.A. Smith Financial Group team! We hope you have a wonderful holiday season!

12/02/2025

Markets move in cycles, but the fundamentals of good planning never change. Forbes recently shared insights from several industry experts, including our CEO, Bill Smith, on how retirees can strengthen their financial foundation during periods of uncertainty.

Bill’s perspective in the piece is simple—build a plan that separates guaranteed income from long-term growth. That clarity helps clients stay focused, even when the market doesn’t cooperate.

You can read the full article here:

Learn 10 expert-backed strategies to recession-proof your retirement, protect income, reduce risk, and find smart opportunities in any economic downturn.

11/12/2025

We just hit 1 million views on our YouTube channel!

This milestone reflects the efforts from our team and wonderful audience and clients.

Thank you to everyone who’s watched, subscribed, and shared. Here’s to the next million!

10/20/2025

Our CEO, Bill Smith, recently shared insights with the Tampa Bay Times on what it really takes to make that dream last. The article explores how to build a lifestyle that balances freedom with preparation—where you can enjoy the beaches, golf, and family time without worrying about what happens when life shifts.

From insurance surprises to market changes, the key is building a plan that’s ready for more than good weather. Because retirement in Florida should feel confident, not fragile.

10/09/2025

Our CEO, Bill Smith, recently shared insights with GoBankingRates on the strategies high-net-worth families use to preserve and grow wealth across generations.

The article highlights an important truth—successful planning is about structure, clarity, and long-term coordination. These same principles help our clients feel confident about where their money is going and what it’s working toward.

08/22/2025

Children like J’ior inspire us every year to bring our community together to raise money and help grant more wishes.

Tonight’s event is all about making that happen and stories like his are a powerful reminder of why it matters.

See more about J’ior’s wish here:

News 5 learned that one local company has been helping grant wishes with a major fundraising event. It's a big effort to help kids who could use a little magic.

06/05/2025

You asked—we delivered. Rise in Retirement is now available as a podcast in addition to our regular YouTube videos!

Listen on your favorite platform, anytime.

See where you can stream: https://bit.ly/3HttnJs

04/26/2025

Concerned about outliving your savings? 'Retirement Solutions' helps you create a retirement income plan that could provide peace of mind and allow you to live comfortably. Tune in to watch! Saturdays at 12:00 pm on FOX 13 Tampa Bay - Sundays at 11:30 am on WKYC 3 & on News 5 at 12:00 pm in Cleveland - Sundays at 11:30 am on WFLA Channel 8 in Tampa Bay

04/15/2025

Many people approach retirement cautiously—but does it have to be that way?

In a recent op-ed, our CEO Bill Smith shares why retirement should be a time to live fully, not pull back. A clear plan and steady income strategy can make all the difference.

Read the full article here:

Most people aren’t worried about running out of money; they’re more worried about giving themselves permission to enjoy it, writes guest columnist Bill Smith.

04/09/2025

Market swings aren’t unusual—but how you handle them matters.

If you’ve planned with us, you know your strategy is built with this kind of movement in mind. It’s not about reacting to every shift—it’s about sticking with the process that was built for you.

Now’s a good time to tune out the noise, trust your plan, and keep perspective.

04/03/2025

“The wealthiest families don’t rely on a single advisor... They work with a team of professionals"

Bill Smith recently shared insights with GoBankingRates on how high-net-worth families approach long-term planning, including strategies for building and protecting generational wealth.

Read the full article here:

Wealthy families use their money wisely.

03/27/2025

Retirement planning isn’t a one-time event—it’s a process that evolves with your life.

That’s why our advisors work to build long-term relationships, not just financial plans. Whether it’s adjusting for healthcare costs, managing volatility, or navigating tax changes, we’re here for the big picture.

We’re proud to have built a team that our clients can turn to—not just at retirement, but throughout it.