Who We Serve

Our Texas-based firm offers financial advice and wealth management for corporate executives and their families nationwide

Corporate Executives

Corporate executives and senior management at successful companies know that time is our most precious commodity. They don’t have the time to do it all and delegating tasks to others who have the expertise to get the job done right yields the best outcomes for everyone. That’s why so many executives engage our firm to take on this job. They see that we have the experience, skills, and time to focus on helping them maximize their corporate benefits and retirement plans, while minimizing their exposure to market risks and taxes. Our financial planning advisors for corporate executives help identify retirement goals, create strategies to achieve those goals given the benefits they have, and then implement a plan to get there while regularly monitoring and evaluating our successes along the way.

With my responsibilities at work, I’m too busy managing coworkers and projects to allocate the time necessary to responsibly manage my own retirement accounts and other savings. I delegate tasks to others at my job because it results in the best outcome overall, and I see that I need to do the same with my finances.

Get answers to common questions from Corporate Executives

How can I maximize workplace benefits during my final and highest earning years?

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

What’s the best way to deal with my large position in my company’s stock?

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?

I need help figuring out the best time to start Social Security and the pension benefit I’ll receive from my employer.

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?

Should I consider creating a trust?

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

Our Services — At a Glance

Financial Planning

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

Investment Management

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 Planning

Tax return preparation for individuals, entities, estates and trusts
Tax reduction analysis
IRS representation
Required Minimum Distribution Calculations

Estate Planning

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

Survivor Assistance

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

Insurance Services

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.