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The big picture. We view your financial situation and opportunities from every angle. Then, our patient and responsive certified financial planners and advisors help you completely understand every aspect of managing your wealth so that you feel good about the informed decisions you make.
We’ll work with you to build a plan for managing the critical events that occur before, at and after retirement.
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We offer defensive investment strategies for stability as well as aggressive growth strategies to maximize your earning potential.
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With deep roots in accounting, we are specialists in tax planning. We know how to minimize taxes and leverage ever-changing tax rules.
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Be prepared for the unexpected. Our estate planning experts can help you transfer your wealth to your loved ones the way you desire.
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Our Survivor Assistance services help ease the burden of the financial decisions that need to be made after the passing of a loved one.
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We provide life insurance and long term care solutions to ensure you and your family are financially protected when you need it most.
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At Smith Anglin Financial, we recognize that generational wealth isn't just about making money; it's about growing, preserving, and passing on that prosperity to secure your family's future. We integrate planning across multi-generational families so that your legacy is secure for years to come.
Learn MoreSince 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.
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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.
Visit Smith Anglin CPA