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Our Services

Comprehensive, structured wealth management services

Comprehensive wealth management services for life’s milestones.

The big picture. We view your financial situation and opportunities from every angle with our comprehensive wealth solutions. 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.

Financial Planning

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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investment Management

We offer defensive investment strategies for stability as well as aggressive growth strategies to maximize your earning potential.

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Tax Planning

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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Estate Planning

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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Survivor Assistance

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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Insurance Services

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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A long history of providing honest, compassionate, and informative service. Read what our clients are saying.

"I don't know what you can do to improve. For us, Smith Anglin has been wonderful. Best of all is our rapport with our advisor. My wife and I feel comfortable bringing anything to his attention and though we’ve never met him face-to-face, we think of him as not only an advisor but a personal friend. Everyone else we’ve had contact with at Smith Anglin has also been wonderful."
Tim T.
Retired Pilot
Client since 2019
Tim T.<br>Retired Pilot<br>Client since 2019
"Personal service from my advisor is GREAT! I'm VERY happy with our experience and have nothing I would change."
Jeff E.
Active Pilot
Client since 2019
Jeff E.<br>Active Pilot<br>Client since 2019
"The quality, experience, character and integrity of the Smith Anglin team is outstanding. I have every confidence in their ability to manage my portfolio and anytime I have a question or concern I can always reach them in a moment’s notice."
Ben S.
Active Pilot
Client since 2015
Ben S.<br>Active Pilot<br>Client since 2015
"My advisor is always available to answer my questions and keeps me in the loop on our retirement goals. Never any pressure to take on more than what we’re comfortable with. I truly feel our advisor has our best interests/goals in mind and I feel very confident and comfortable with his financial expertise and recommendations."
Mark C.
Active Pilot
Client since 2018
Mark C. <br>Active Pilot<br>Client since 2018
"I value the personal care of an expert watching my financial investments while I am overseas at work and unable to notice and react to market volatility."
Tom M.
Retired Pilot
Client since 2013
Tom M.<br>Retired Pilot<br>Client since 2013

All testimonials are provided by current clients of Smith Anglin Financial. Clients were not compensated for testimonials, direct or otherwise. To our knowledge, no other conflicts of interest exist regarding these testimonials. For more information, click this link

Our Commitment to Generational Wealth

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.

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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
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  • 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)
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  • Tax return preparation for individuals, entities, estates and trusts
  • Tax reduction analysis
  • IRS representation
  • Required Minimum Distribution Calculations
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  • 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
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  • 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
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  • Variable and fixed annuities
  • Permanent and term life insurance
  • Long term care solutions
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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.

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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.

Visit Smith Anglin CPA

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