How to Get Started

Getting Started with Smith Anglin is Easy.

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, as well as how to get started investing. We’ll talk about our expectations for a productive relationship and determine if there is a good mutual fit.

Couple consulting with their financial advisor.

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

Additional Resources

FREE Retirement Snapshot Report℠

Complete our one-page Fact Finder, and we’ll send you a personalized Retirement Snapshot of your total net worth, and our analysis of your income streams, expenses and taxes.

“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.

Request Your 401k Autopilot℠ Digital Brochure

If you are a pilot with a 401k balance under $500k, our 401K Autopilot℠ Program is the solution we’ve created to help optimize your financial future. To learn more, request your digital brochure today