Financial Planning
At Smith Anglin, your financial future is our top priority. Our comprehensive Financial Planning Services are designed to empower you to make informed decisions and achieve your long-term financial goals for your retirement plan. Explore our range of financial planning services below:
Financial Planning – Service List
Fee-based managed accounts
Tailored investment strategies
Transparent fee structure
Retirement Planning (IRAs, SEP, 401(k) Rollovers)
Roth IRA conversion strategies
Optimization of company retirement benefits
Retirement capital projections
Compare multiple scenarios based on goals
Adjust funding or distribution needs to meet projection
Ongoing advice and management toward projection
Income analysis
Evaluate pension options
Social Security analysis
College Funding Analysis
Evaluate education funding options
Plan for future academic expenses
Cash Flow Analysis
Optimize your cash flow
Budgeting for financial stability
Insurance Analysis
Comprehensive insurance review
Identify coverage gaps
Asset Review and Account Consolidation
Streamline your financial accounts
Increase efficiency and returns
Identify areas and opportunities to mitigate short term and long term risk
Online Account Access and Performance Reporting
Secure and convenient access
Real-time performance monitoring
A long history of providing honest, compassionate, and informative service. Read what our clients are saying.
All testimonials are provided by current clients of Smith Anglin Financial. Clients were not compensated for testimonials, direct or otherwise. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Contact us today to learn more
Fill out this form for a complimentary consultation and let the journey begin.
The Smith Anglin team will help you...
-
Evaluate your goals
-
Review your investment portfolio
-
Build and optimize a legacy plan
-
Live by design rather than default
Recent Blog Posts
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
Stay current and informed!
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