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The Smith Anglin Standard of Care

Services designed for every important milestone in your life

A helping hand for every stage of life.

Our 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 Standard of CareSM can help you stay on the path to financial independence.
What is Smith Anglin’s Standard of CareSM?

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.

Phase I

For those who are starting families, purchasing homes and establishing their careers.

  • Cash Management
  • Emergency Reserves
  • Managing Debt
  • Workplace Benefits
  • Education Planning
  • Basic Estate Planning

Phase II

For those who are earning more, accumulating wealth and managing growing tax burdens.

  • Higher Income Planning
  • Tax Minimization
  • Wealth Accumulation
  • Investments
  • Insurance Review
  • Full Estate Planning

Phase III

For those entering final career years and strengthening their nest egg for retirement.

  • Retirement Planning
  • Pension Options
  • Social Security
  • Medicare
  • Long Term Care
  • Withdrawals

Schedule a Personal Consultation

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.