William Smith

Financial Associate

State(s) Licensed:   IL, OH, WI

Phone 262-237-9275

927 Main Street
Racine, WI 53403

William Smith

State(s) Licensed:   IL, OH, WI

Let's put your plans in motion

Getting a holistic picture of your finances and identifying your next steps isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need.

As a financial professional, I can take a comprehensive look at your financial landscape and craft a strategy to help ensure you’re well positioned to reach your goals.

Together, we can explore how you can:

·        Protect your financial future.

·        Prepare for an unexpected illness, injury, or loss.

·        Plan for long-term care expenses.

·        Invest with purpose and manage your assets.

·        Explore more tax-efficient ways to manage your money.

·        Save and prepare for income in retirement. 

Meeting Options:

  • In Person at one the Kenosha Office
  • Zoom Meeting
  • Phone Call

Let us know what you are comfortable with and we will be happy to set up an appointment!

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.


A photo of our office

Racine Office



M – F: 9 a.m. – 5 p.m.