Who We Serve

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

Senior Flight Attendants 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. Find a financial advisor today.

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.

Get answers to common questions from Senior Flight Attendants and Crew

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

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

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.