Who We Serve

Our Texas-based firm offers financial advice and wealth management for affluent individuals and their families nationwide

Active Pilots Seeking Growth & Preparing to Retire

For active pilots approaching retirement, we take a comprehensive approach to maximizing your 401k plan and other workplace benefits. We start by listening to you, and we help you identify your goals. Once we have a clear picture of what you would like to accomplish, we conduct a complete financial analysis to determine where you are so we can create strategies to make your goals and dreams a reality. All the while, our proactive approach means we come along side you and assess your progress along the way.
I want to understand what I should be doing with my money for the years between now and retirement, which I know will be here soon enough. I’m in “accumulation mode” and I need to make the best of it. For me, that means maximizing contributions to my 401k and the other retirement accounts and benefits provided through our pilot contract with the airline.

Get Answers to Questions from active pilots & pilots preparing to retire

How do I build my net worth and minimize my exposure to taxes?
How do I best utilize workplace benefits?
Do I choose pre-tax or Roth contributions for my 401k savings?
How much life insurance do I need?
Is disability insurance important?
What is a high-deductible health plan, and why could it be good for me?
What estate planning does a growing family need?
How do I approach saving for my kid’s college costs?
How do I wisely manage my rising income?

For 25+ years, proudly serving aviation professionals, airline crew members, and their families.

Our Services — At a Glance

  • Fee-based managed accounts
  • Retirement planning (IRAs, SEP, 401(k) rollovers)
  • Retirement capital projections and income analysis
  • College funding analysis and evaluation
  • Cash flow analysis
  • Insurance analysis
  • Asset review and account consolidation
  • Online account access and performance reporting
  • Mutual funds, stocks, exchange-traded funds (ETFs) and options
  • Bonds (tax free and taxable)
  • Structured notes and other alternative investments
  • 529 College Savings Plans and UGMA/UTMA
  • Custodial accounts
  • Certifcates of deposit (CDs)
  • Tax return preparation for individuals, entities, estates and trusts
  • Tax reduction analysis
  • IRS representation
  • Required Minimum Distribution Calculations
  • Gifting strategies
  • Multi-generational wealth planning
  • Coordination of estate plan and wealth transfer
  • Titling of assets
  • Beneficiary designation
  • Assigning executors, guardians and power of attorney agents
  • Implementation of estate plan
  • Reevaluation of survivors’ financial plan(s)
  • Coordination of life insurance death benefit claim procedures
  • Assistance with federal and state estate tax returns
  • Re-titling of assets
  • Personal banking and account balancing support
  • Variable and fixed annuities
  • Permanent and term life insurance
  • Long term care solutions

Why Choose Smith Anglin?

What is Smith Anglin’s Standard of Care?

Director of Advisory Services David Camarillo, CFP® explains how Smith Anglin applies our proprietary Standard of CareSM to help bring consistency and added stability to our clients’ financial lives.

What is Fiduciary?

If you have ever considered using a financial adviser, chances are you may have heard this term and wondered exactly what it means and why it’s important when choosing an investment adviser. Watch our short video to find out more about fiduciary obligations.

Awards & Recognition