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
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