Business Owners and Entrepreneurs
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, navigate 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 help get you there.
As the owner of a growing business, I’m too busy focusing on all of the things I need to do to make this business thrive to allocate much time at all to managing my retirement accounts and savings. For the same reasons I seek out good employees to help build this business, I need a team with the right mix of knowledge and tools to help manage my finances.
Get answers to common questions from Business Owners and Entrepreneurs
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 reduce my tax exposure as retirement draws closer?
How do I transition or sell my business?
I’m charitably inclined, so how can I increase the impact I can have on the charities I like to give to, and get a better 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?
- 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
Over five decades specializing in tax efficiency.
Since our parent company’s founding in 1967 as a tax practice, our focus on tax services has never wavered: We strive to be economically efficient from a tax viewpoint. Our accounting team provides comprehensive tax services to help our clients find tax efficiencies and remain in full compliance with IRS laws.
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.
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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
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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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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