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Our professional Standard of CareSM is our proprietary planning process that ensures we consistently address the important financial milestones as they occur throughout your life. Whether you’re just getting started with saving, or you’re in the peak of your earning years; or perhaps retirement is right on the near horizon… Smith Anglin’s professional Standard of CareSM professional Standard of CareSM can help you stay on the path to financial independence and cement your personal financial planning process.
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.
For those who are starting families, purchasing homes and establishing their careers.
For those who are earning more, accumulating wealth and managing growing tax burdens.
For those entering final career years and strengthening their nest egg for retirement.
At our first meeting, we’ll answer any questions you may have about our firm. We’ll discuss your financial goals and any concerns you may have regarding your airline plan and benefits. We’ll talk about our expectations for a productive relationship and determine if there is a good mutual fit.