Request a Fact Finder for your Complimentary Retirement Snapshot Report℠
Request and complete our simple, one-page Fact Finder form for financial planning. We’ll review your information and send your personalized Retirement Snapshot Report℠ at no charge to you. In your Retirement Snapshot℠, you’ll see a birds-eye view of your total net worth, and our analysis of your income streams, expenses and taxes. You’ll learn if your money can fund your goals and stretch to retirement and beyond.
Please provide us the following information to receive your complimentary Fact Finder:
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Getting Started with Smith Anglin is Easy.
At our first meeting, we’ll answer any questions you may have about our team. We’ll discuss your financial goals and any concerns you may have regarding your airline plan and benefits. We’ll talk about our expectations for a productive relationship and determine if there is a good mutual fit.
“14 Days to a Secure Retirement” Email Course
Sign up to receive our popular email series covering the most pressing retirement issues faced by pilots and their families.
Request Your 401k Autopilot℠ Digital Brochure
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. To learn more, request your digital brochure today.
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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