How to Get Started

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Getting Started with Smith Anglin is Easy.

Choosing a financial advisor is highly personal. We know you have questions. And we know you want to do your due diligence. That’s why we offer multiple ways for you to get to know us — at no risk to you.

Couple consulting with their financial advisor.

Request a Personal Wealth Management & Financial Advisor Consultation

At our first meeting, we’ll answer any questions you may have about our firm. We’ll discuss your financial goals and any concerns you may have regarding your airline plan and benefits. We’ll talk about our expectations for a productive relationship and determine if there is a good mutual fit.

Please provide us the following information to schedule your personal consultation:

Request a Fact Finder for your FREE Retirement Snapshot ReportSM

Request and complete our simple, one-page Fact Finder. We’ll review your information and send your personalized Retirement Snapshot ReportSM at no charge to you. In your Retirement SnapshotSM, you’ll see a birds-eye view of your total net worth, and our analysis of your income streams, expenses and taxes. You’ll learn if your money can fund your goals and stretch to retirement and beyond.

Please provide us the following information to receive your free Fact Finder:

Sign up for our “14 Days to a Secure Retirement” Email Course

Sign up to receive our popular email series covering the most pressing retirement issues faced by pilots and their families. We’ll send you one email per day for 14 days. In two weeks, you’ll feel much more confident about the following topics:

Please provide us the following information to begin the "14 Days to a Secure Retirement" email course:

401K Autopilot Flipbook

Request Your 401k AutopilotSM Digital Brochure

If you are a pilot with a 401k balance under $500k, our 401K AutopilotSM  Program is the solution we’ve created to help optimize your financial future. Our team of experts will help you navigate the ever-changing capital markets landscape and set up a financially savvy flight plan to accomplish what matters most to you – building a more secure financial picture for all the years ahead. To learn more, request your digital brochure today!

Request a Personal 401K AutopilotSM Digital Brochure to learn more.

Simply fill out the brief form below to get started.