Who We Serve

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

Business Owners and Entrepreneurs

For business owners and entrepreneurs who need to focus on making their ventures thrive and who don’t have the time, energy or expertise to allocate to planning for retirement and to optimizing their financial picture, we can help. Our services are designed to help business owners optimize their income, minimize taxes, and put away as much for retirement as possible. We’ll help ascertain what you’ll need to maintain your lifestyle in retirement, and we will help put a plan together to get you there.
As the owner of a growing business, I’m too busy focusing on all of the things I need to do to make this business thrive to allocate much time at all to managing my retirement accounts and savings. For the same reasons I seek out good employees to help build this business, I need a firm with the right mix of expertise and tools to help maximize and optimize my finances.

FAQs from Business Owners and Entrepreneurs we work with

Who will help my surviving spouse if something happens to me?

How does a retirement plan help me save taxes and retain my staff?

How do I minimize my tax exposure as retirement draws closer?

How do I transition or sell my business?

I’m charitably inclined, so how can I maximize the impact I can have on the charities I like to give to, and get the best tax outcome for myself at the same time?

When do I start Social Security and/or workplace pension plans?

How much of my portfolio can I safely spend each year without running out of money?

How can I manage market risks when my income goes away?

Do my estate planning documents need to be updated?

Proudly serving clients throughout the United States for over 25 years.

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

Over five decades specializing in tax efficiency.

Since our parent company’s founding in 1967 as a tax practice, our focus on tax services has never wavered: We strive to be economically efficient from a tax viewpoint. Our accounting team provides comprehensive tax services to help our clients find tax efficiencies and remain in full compliance with IRS laws.

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