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Our goal is to provide relevant financial information and appropriate tools for you to create secure retirement income that will allow you to live your days with the confidence and independence you deserve.
Bill Smith

Television Appearances

Retirement Solutions with Bill Smith
Income Planning Handbook

Spotlight 5 Past Shows

7 Retirement Risks

What You Didn't Know About Mutual Funds

Behavior and Why It Matters to Your Money

How to Choose the Right Investment For You

What You Should Know About Annuities: The Good, The Bad, and the Fine Print

How to Prevent the IRS from Becoming Your Primary Beneficiary

Understanding Your 401(k) Choices

Three Phases of Your Financial Life

The Correlation Between Gambling and Investing 

Avoid Risky Retirement Decisions

Financial Professionals

Mutual Funds

New IRS Rule

Taxes and Mutual Funds


Hidden Costs of Mutual Funds

Investing for Retirement

Knock Out Your Retirement Income Worries

Knock Out Your Retirement
Income Worries

The Ultimate Training Guide Book for
Developing Financial Security by Bill Smith

Traditional retirement income plans that rely on Social Security, a pension and your personal savings have been destroyed by our greedy politicians and Wall Street. What are you to do in the new age of retirement? Can you rely on traditional retirement planning methods, or is it time to develop an alternative plan for the new economy? On the pages within are the answers you are searching for.