Learn More About Smith Anglin Financial
Wealth Management for Life.
Smith Anglin Financial is a wealth management practice 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 Life.
ABOUT THE PRACTICE
Founded in 1967, Smith Anglin is a wealth management practice based in Dallas, Texas. As trusted financial stewards, we manage over $2.1 billion in client assets for a select group of pilots, families, individuals, and business owners in 48 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.
48 States Clients in
25+
$2.1+ Billion Managed As of 09/16/2025
Years of Experience
Proudly serving clients throughout the United States for over 25 years
Proudly serving airline crew members and their families for over 25 years.
JetBlue Delta
Southwest American
United FedEx
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 Assess, create and optimize life, disability, long-term care and annuity policies and plans Team members are independent Experienced Prioritizing wealth-transfer issues; we know what is urgent and what can wait Survivor Assistance Providing help and answers for surviving spouses Portfolios constructed and managed for growth, income, and preservation Lower risk via asset allocation and proprietary risk mitigation techniques
Tax Planning
Complimentary Federal and State tax preparation and tax minimization strategy review for Advantage clients 50+ years experience as full- service tax & accounting practice Estate Planning Complimentary assessment consultation with experienced, board-certified attorneys Verifying estate and legacy plans coordinate with your financial goals
LEARN MORE ABOUT OUR SERVICES
Who We Serve Our Texas-based team offers financial advice and wealth management for affluent individuals and their families nationwide.
Active Pilots
Retired Pilots
Senior Flight Attendants
Business Owner/Entrepreneurs
Retirees
Corporate Executives
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 One Schedule a personal consultation with a Smith Anglin Advisor
Together, we will review your complimentary Retirement Plan Analysis Step Three
Step Two
Complete your detailed Financial Profile to help us understand your unique financial situation
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 to help maximize your hard-earned savings. Retirement Cash Flow Projection
Tax Impact Analysis
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. Investment Strategy Evaluation 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.
Specific Scenarios for Your Situation
Our approach to 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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