How to Get Started

Getting Started with Smith Anglin is Easy.

Choosing a financial advisor is highly personal. We know you have questions. And we know you want to do your due diligence. That’s why we offer multiple ways for you to get to know us — at no risk to you.

Smith Anglin - Getting Started

Request a Personal Wealth Management & Financial Advisor Consultation

At our first meeting, we’ll answer any questions you may have about our firm. 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.

Please provide us the following information to schedule your personal consultation:

Smith Anglin - Fact Finder Image

Request a Fact Finder for your Complimentary Retirement Snapshot Report

Request and complete our simple, one-page Fact Finder. We’ll review your information and send your personalized Retirement Snapshot ReportSM at no charge to you. In your Retirement SnapshotSM, 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.

Send My Fact Finder Now!

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Sign up for our “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. We’ll send you one email per day for 14 days. In two weeks, you’ll feel much more confident about the following topics:

  • Do I have enough money to retire?

  • How much money can I take out of my investments each year?

  • How do I choose a financial advisor?

  • How do I roll over my retirement account?

  • What investments are best for retirees?

  • How to avoid the 9 worst mistakes pilots make with their retirement money.

Sign up for our “14 Days to a Secure Retirement” Email Course

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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. Our team of experts will help you navigate the ever-changing capital markets landscape and set up a financially savvy flight plan to accomplish what matters most to you – building a more secure financial picture for all the years ahead. To learn more, request your digital brochure today!

Request Your 401k Autopilot℠ Digital Brochure

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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