Who We Serve

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

Senior Flight Attendant and Crew

Senior flight attendants and crew members can focus on their careers while we handle their finances. We help optimize your retirement and other benefits offered by the airline and provide you with expert financial guidance and strategies that suit your situation. Our Autopilot Program for 401k accounts, allows you to make smart financial decisions with trust and confidence.
I’m always on the go and need to focus on my career, so I need a professional to focus on my investments and finances. I want an expert that I trust to help me make smart decisions about my retirement plan choices, airline benefits, and I want that advisor to be a resource for the other personal financial decisions that come up along the way.

fAQs from Senior Flight Attendant and crew we work with

How do I build my net worth and minimize my exposure to taxes?
Help with workplace benefits such as 401k (do I choose pre-tax or Roth?), life insurance, disability insurance, and HSA
What estate planning does a growing family need?
How do I approach saving for my kid’s college costs?
How do I wisely manage my rising income?

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