Corporate Executives
Corporate executives and senior management at successful companies know that time is our most precious commodity. They don’t have the time to do it all and delegating tasks to others who have the knowledge to get the job done right yields better outcomes for everyone. That’s why so many executives engage our team to take on this job. They see that we have the experience, skills, and time to focus on helping them navigate their corporate benefits and retirement plans, while helping reduce their exposure to market risks and taxes. Our financial planning advisors for corporate executives help identify retirement goals, create strategies to achieve those goals given the benefits they have, and then implement a plan to get there while regularly monitoring and evaluating our successes along the way. Learn more about wealth planning for executives below.
With my responsibilities at work, I’m too busy managing coworkers and projects to allocate the time necessary to responsibly manage my own retirement accounts and other savings. I delegate tasks to others at my job because it results in a better outcome overall, and I see that I need to do the same with my finances.
Get Answers To Common Questions From Corporate Executives
How can I make the most of workplace benefits during my final and highest earning years?
How can I reduce my tax exposure as retirement draws closer?
What’s a good way to deal with my large position in my company’s stock?
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?
I need help figuring out when to start Social Security and the pension benefit I’ll receive from my employer.
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?
Should I consider creating a trust?
- 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.
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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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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