Active Pilots Seeking Growth & Preparing to Retire
For active pilots approaching retirement, our financial advisors take a comprehensive approach to maximizing your 401k plan and other workplace benefits. We start by listening to you, and we help you identify your goals. Once we have a clear picture of what you would like to accomplish, we conduct a complete financial analysis to determine where you are so we can create strategies to make your goals and dreams a reality. All the while, our proactive approach means we come along side you and assess your progress along the way.
I want to understand what I should be doing with my money for the years between now and retirement, which I know will be here soon enough. I’m in “accumulation mode” and I need to make the most of it. For me, that means maximizing contributions to my 401k and the other retirement accounts and benefits provided through our pilot contract with the airline.
Get Answers To Common Questions From Active Pilots
How do I build my net worth and reduce my exposure to taxes?
How do I utilize workplace benefits?
Do I choose pre-tax or Roth contributions for my 401k savings?
How much life insurance do I need?
Is disability insurance important?
What is a high-deductible health plan, and why could it be good for me?
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?
- 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
- Certificates 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.
I’m Nearing Retirement
I’m Early in Retirement Planning
Request Your Complimentary Retirement Plan Analysis
For pilots who are nearing retirement. We can help utilize your company-provided benefits, assess the pros and cons of each major decision as it relates to your specific circumstances, and most importantly, create a plan to help accomplish what matters most to you – enjoying the retirement you have worked so hard for.
What you can expect to see in your personalized Retirement Plan Analysis:
Retirement Cash Flow Projection
Tax Impact Analysis
Investment Strategy Evaluation
Specific Scenarios for Your Situation
To get started, please complete the simple form below
I’m Nearing Retirement
I’m Early in Retirement Planning
401K AutoPilot℠ Program
For pilots who are ready to optimize their financial future. If you are a pilot with a 401k balance under $500k, our 401K Autopilot Program is the solution we’ve created to help optimize your financial future. Our team will help you navigate the ever-changing capital markets landscape and set up a financially savvy flight plan to help accomplish what matters most to you – building a more secure financial picture for all the years ahead.
To get started, please complete the simple form below
Request Your Complimentary Retirement Plan Analysis
For pilots who are nearing retirement. We can help utilize your company-provided benefits, assess the pros and cons of each major decision as it relates to your specific circumstances, and most importantly, create a plan to help accomplish what matters most to you – enjoying the retirement you have worked so hard for.
What you can expect to see in your personalized Retirement Plan Analysis:
-
Retirement Cash Flow Projection
-
Tax Impact Analysis
-
Investment Strategy Evaluation
-
Specific Scenarios for Your Situation
401K AutoPilot℠ Program
For pilots who are ready to optimize their financial future. If you are a pilot with a 401k balance under $500k, our 401K Autopilot Program is the solution we’ve created to help optimize your financial future. Our team will help you navigate the ever-changing capital markets landscape and set up a financially savvy flight plan to help accomplish what matters most to you – building a more secure financial picture for all the years ahead.
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Contact Us
14755 Preston Road, Suite 700
Dallas, TX 75254
972.267.1244 local
800.301.8486 toll free
972.267.1243 fax
Check the background of this practice on FINRA's BrokerCheck.
About Smith Anglin Financial
Founded in 1967, Smith Anglin is a wealth management practice based in Dallas, Texas. As trusted financial stewards, we provide an elevated standard of care and manage over $1.9 billion in client assets* for a select group of pilots, families, individuals, and business owners in 48 states and abroad. With deep roots in accounting, tax planning and aviation retirement readiness, our mission is to conscientiously help secure the financial well-being of our clients over the course of their lives, working diligently to help them achieve their goals, dreams and financial security.
*Data current as of 6/16/2025
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org