Who We Serve

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

Retirees

For retirees concerned about the viability of their nest egg and the well-being of their loved ones, our firm provides services to meet those needs. Retirement should be about enjoying life and those you love, and not spent worrying about money and the “what ifs”. You need an advisor who is experienced and who provides the services that give you peace of mind. You need to know that your advisor is focused on and has a plan for what’s next in life, and that everything will be taken care of.

Have we saved enough to get us through retirement? If something happened to me, would my spouse be okay? Would she have someone with the right expertise that she could trust and turn to?

FAQs From Retirees We Work With

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?

How can I benefit from my giving? Are there better ways to give to organizations I care about?

Who will help my surviving spouse if something happens to me?

Proudly serving clients throughout the United States for over 25 years.

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

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.

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