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 a financial advisor for retirees who is experienced and provides services that give you peace of mind. You need to know that your financial advisor is focused and has a plan for what’s next in your life as a retiree, 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?

Get answers to common questions from Retirees

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

Financial Planning

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

Investment Management

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 Planning

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

Estate Planning

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

Survivor Assistance

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

Insurance Services

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.