Who We Serve

Our Texas-based firm offers financial advice and wealth management for affluent individuals and their families nationwide

Retired Pilots Seeking Lifestyle Security

Retired pilots looking for financial stability and a wide array of wealth management services are our largest client segment because we’ve been meeting their needs for decades. Before the onset of retirement, we conduct a thorough financial analysis and develop retirement strategies aligned with your goals. Our extensive experience navigating all aspects of retirement, including advising pilots on Medicare, Social Security, pension optimization, and more, combined with our proactive and comprehensive Standard of Care, ensures minimal surprises and enables us to assist you in staying on course throughout your retirement journey.
I don’t want to spend my time in retirement worrying about the stock market and how my IRA and other accounts are doing. I know I need growth, but I also know I need income and stability. I want some of the market upside, but I can’t afford to take big losses, especially since I know I’m required to take distributions from my IRA when I get older, whether I need the money or not. I want to make sure the money that we have set aside all these years will be enough for us in retirement.

Get Answers to Common Questions for Retired pilots we Work With

How can I maximize workplace benefits during my final and highest income years?
How do I minimize my tax exposure as I draw near to retirement?
When do I start Social Security and/or workplace pension plans?
How much of my portfolio can I spend 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?
Will my family be burdened with estate taxes?
Who will help my surviving spouse if something happens to me?

For 25+ years, proudly serving aviation professionals, airline crew members, and their families.

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

Awards & Recognition

Request Your Complimentary Retirement Plan Analysis

For pilots who are nearing retirement. We can help maximize your company-provided benefits, assess the pros and cons of each major decision as it relates to your specific circumstances, and most importantly, create a plan to accomplish what matters most to you – enjoying the retirement you have worked so hard for.

What you can expect to see in your personalized Retirement Plan Analysis:

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