Why Choose Smith Anglin Financial? | Fiduciary Retirement & Wealth Planning Choosing the right financial advisor is one of the most important decisions you’ll make, especially as you prepare for or live in retirement. In this video, Smith Anglin Financial explains why individuals and families choose to work with our team for retirement planning, wealth management, and fiduciary financial advice. For more than 20 years, we’ve served as a trusted partner for clients preparing for retirement, entering retirement, and navigating life throughout their retirement years.
Our mission is simple: to help create a stable and confident financial future through comprehensive planning and a straightforward, personal approach. We focus on protecting the wealth you’ve worked hard to build while designing reliable, tax efficient income strategies that support your lifestyle in retirement.
In this video, you’ll learn:
• Why comprehensive financial planning is critical before and during retirement
• How a straight forward, disciplined investment approach can help reduce risk and preserve wealth
• Why measuring success on a net of tax basis matters
• What it means to work with a fiduciary financial advisor
• How aligned values lead to better long term outcomes
At Smith Anglin Financial, we act in our clients’ best interests. As fiduciaries, we hold ourselves to a higher standard of integrity, accountability, and care, providing proactive guidance when it matters most. Learn more about our investment approach: https://smithanglin.com/
Smith Anglin Financial is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.
This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.
These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.
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14755 Preston Road, Suite 700
Dallas, TX 75254
972.267.1244 local
800.301.8486 toll free
Check the background of this practice on FINRA's BrokerCheck.
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
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