Learn More About Smith Anglin Financial
Wealth Management for Life.
Smith Anglin Financial is a wealth management firm that helps clients make wise, goal-oriented financial and tax decisions. As stewards of wealth, our mission is to give meaningful advice, helping our clients to secure their family’s financial position throughout the phases of life. That is wealth management for life.
WELCOME TO SMITH ANGLIN Wealth Management for a Lifetime of Peace of Mind.
ABOUT THE FIRM
Founded in 1967, Smith Anglin is a leading wealth management firm based in Dallas, Texas. As trusted financial stewards, we provide an elevated standard of care and manage over $1.4 billion in client assets for a select group of pilots, families, individuals, and business owners in 46 states and abroad. With deep roots in accounting, tax planning and aviation retirement readiness, our mission is to conscientiously secure the financial well-being of our clients over the course of their lives, working diligently to help them achieve their goals, dreams and financial security.
25+
$1.9+ Billion Managed
48 States Clients in
Years of Experience
Proudly serving airline crew members and their families for over 25 years.
JetBlue
Awards & Recognition
The above recognitions were awarded to Smith Anglin for no compensation.
HOW SMITH ANGLIN FINANCIAL COMPARES TO OTHER SERVICES
Standard Advisor
Target Date Fund
Fee
1% or less
1% or more
Administrative
Investment Management
Comprehensive Financial Planning
Usually additional cost
?
Fiduciary Duty
?
Dedicated Advisor Team/High Touch
Sophisticated Tax Planning
Tax Preparation
Downside Investment Protection
Medicare Planning
Social Security Optimization
Estate and Legacy Planning
Pension Analysis
Retirement Cash Flow Optimization
Education Planning
Life Insurance Evaluation/Needs Analysis
Long Term Care Evaluation/Needs Analysis
Comprehensive Wealth Management Services for Life’s Milestones.
The big picture. We view your financial situation and opportunities from every angle. Then, our patient and responsive advisors help you completely understand every aspect of managing your wealth so that you feel good about the decisions you make throughout the planning process.
Financial Planning Personalized financial plans built around your goals Retirement Sustainability Assessment including Social Security Optimization scenarios
Investments
Insurance Services Experienced Prioritizing wealth-transfer issues; we know what is urgent and what can wait Providing help and answers for surviving spouses Survivor Assistance Lower risk via asset allocation and proprietary risk mitigation techniques Portfolios constructed and managed for growth, income, and preservation Assess, create and optimize life, disability, long-term care and annuity policies and plans Firm members are independent
Tax Planning
Complimentary Federal and State tax preparation and tax minimization strategy review for Premier clients 50+ years experience as full- service tax & accounting firm Estate Planning Complimentary assessment consultation with experienced, board-certified attorneys Ensuring estate and legacy plans coordinate with your financial goals
and licensed to meet any insurance-related needs
LEARN MORE ABOUT OUR SERVICES
WHY CHOOSE SMITH ANGLIN Clients choose Smith Anglin and our time-tested approach to money management for the following three reasons:
COMPREHENSIVE PLANNING
CONSERVATIVE APPROACH
ALIGNED VALUES
• Our approach is anchored in discipline, biased toward risk- mitigating strategies that preserve wealth & generate income. • Our team has expertise in converting once-in-a-lifetime large liquidity events into sustainable, long-term income streams through a lens of tax efficiency. • Our team specializes in retirement planning and it is our role make complex topics easy to understand and implement
• Our unmatched expertise in financial planning is the cornerstone of sound recommendations for our clients. • Our thorough understanding of our clients enables us to provide guidance through crucial life events, before and after retirement. • Our team firmly believes our custom financial analysis is key to uncovering blind-spots, structuring a coordinated plan which creates peace of mind.
• We adhere to the fiduciary standard and maintain the highest standard of integrity and accountability. • We foresee and address issues quicker than other advisors, and are proactive so we can make
sound and timely recommendations. • We are specialists in
generational planning, and understand the important nuances of preparing you and your family for years to come.
You will have the confidence that we focus on the most important benchmark –your progress toward your goals.
Our disciplined approach helps reduce the chance of irreversible losses, and is designed to produce sustainable retirement income.
You will feel that your needs are truly understood, and your wealth is in the most capable of hands.
HOW TO GET STARTED
PROCESS OUR TO BECOME A CLIENT Whether you’re considering early retirement or plan to extend your career, we will help maximize your company- provided benefits, assess the pros and cons
of each decision as it relates to your specific circumstances, and most
importantly, create a plan to accomplish what matters most to you – enjoying the retirement you have worked so hard for. Below is an overview of what to expect when you engage with us. You will have the option to follow the steps below or skip them and become a client today.
Step Two
Step One
Together, we will review your complimentary Retirement Plan Analysis Step Three
Complete your detailed Financial Profile to help us understand your unique financial situation
Schedule a Personal Consultation
How to Get Started
www.SmithAnglin.com
DISCOVER THE VALUE OF OUR COMPLIMENTARY RETIREMENT PLAN ANALYSIS
Cash flow analysis is often the most important part of a financial plan. It will illustrate how we can work strategically to set up an efficient cash flow that maximizes your hard-earned savings. Retirement Cash Flow Projection
Tax Impact Analysis
Most people don’t realize how expensive retirement can be from a tax standpoint, and this plan will lay out your current and future tax liabilities and how we can help you become more tax efficient so you keep more of your hard-earned money in your own pocket. Investment Strategy Evaluation Your Retirement Plan Analysis will provide a look into how your assets should be invested in light of objective measures (assets, debts, income, expenses) and subjective measures (risk tolerance, past experiences) as well. Together, we will compare a variety of strategies and how each could impact your long-term plan.
Specific Scenarios for Your Situation
Our innovative planning allows us to build multiple scenarios specific to your financial situation. Examples: when to take Social Security, retiring early versus working longer, living in one state vs. another, the ramifications of an inheritance, higher or lower than expected rates of return, the impact of an unexpected death, etc.
Request Your Complimentary Retirement Plan Analysis
Our team takes great pride in working every day with our pilot community. We hope you will embrace the opportunity to partner with us so that we can serve you in the best way possible for years to come.
LET'S STAY CONNECTED
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