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Smith Anglin Financial Brochure

Learn More About Smith Anglin Financial

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.		1
WELCOME TO SMITH ANGLIN		2
Wealth Management for a Life.		2
ABOUT THE PRACTICE		2
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.		2
25+		2
Years of Experience		2
$2.1+		2
Billion Managed		2
Clients in		2
States		2
Proudly serving clients throughout the United States for over 25 years		3
JetBlue		4
Delta		4
Southwest		4
American		4
United		4
FedEx		4
Comprehensive Wealth Management Services for Life’s Milestones.		5
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.		5
Financial Planning		5
Investments		5
Survivor Assistance		5
Tax Planning		5
Estate Planning		5
Insurance Services		5
LEARN MORE ABOUT OUR SERVICES		5
OUR		7
PROCESS		7
TO BECOME A CLIENT		7
Step Three		7
Step Two		7
How to Get Started		7
Step One		7
DISCOVER THE VALUE OF OUR COMPLIMENTARY RETIREMENT PLAN ANALYSIS		8
Retirement Cash Flow Projection		8
Tax Impact Analysis		8
Investment Strategy Evaluation		8
Specific Scenarios for Your Situation		8
Request Your Complimentary Retirement Plan Analysis		8
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.		10
LET'S STAY CONNECTED		10

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