For business owners and entrepreneurs who need to focus on making their ventures thrive and who don’t have the time, energy, or expertise to allocate to planning for retirement and to optimizing their financial picture, we can help. Our financial advisors are designed to help business owners and entrepreneurs optimize their income, minimize taxes, and put away as much for retirement as possible. We’ll help ascertain what you’ll need to maintain your lifestyle in retirement, and we will help put a plan together to get you there.
Who will help my surviving spouse if something happens to me?
How does a retirement plan help me save taxes and retain my staff?
How do I minimize my tax exposure as retirement draws closer?
How do I transition or sell my business?
I’m charitably inclined, so how can I maximize the impact I can have on the charities I like to give to, and get the best tax outcome for myself at the same time?
When do I start Social Security and/or workplace pension plans?
How much of my portfolio can I safely spend each year without running out of money?
How can I manage market risks when my income goes away?
Do my estate planning documents need to be updated?
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.