Smith Anglin Financial
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At Smith Anglin Financial, we believe ongoing service to our clients is as important as the planning process.

Communicating with you regarding changing needs, and monitoring and updating our analysis, is essential to your having a clear picture of your financial future.

We work hard to earn your trust, and are constantly striving to bring you services that are both helpful and informative. Because we encourage your input of new services you'd like to see us offer our crew member families, our list of services grows and changes over time. The following list includes most of the services we offer, but be sure to review our retirement manual for a comprehensive list of services.

  • Pilot Program Analysis
  • Tax Preparation
  • Estate Planning
  • Required Minimum Distributions
  • Quarterly Calls
  • Annual Reviews
  • Check Writing Privileges
  • Long Term Care
  • Life Insurance Coverage
  • On-line Account Tracking
  • Software Illustrations & Calculators

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© 2006-2007 Smith Anglin Financial | 17738 Preston Road · Dallas, TX 75252 | Black Diamond Login | Fidelity Login

All registered representatives are registered representatives of and securities may be offered through Purshe Kaplan Sterling Investments, Member FINRA / SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211.

At least one licensed individual is registered in all of the states listed below so that clients can be served in those areas: AL, AZ, AR, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MD, MA, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, and WI. If you are not a resident of the states noted, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance over the internet.