Comprehensive wealth management services for life’s milestones.
The big picture. We view your financial situation and opportunities from every angle with our comprehensive wealth solutions. Then, our patient and responsive certified financial planners and advisors help you completely understand every aspect of managing your wealth so that you feel good about the informed decisions you make.
Financial Planning
We’ll work with you to build a plan for managing the critical events that occur before, at and after retirement.
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Investment Management
We offer defensive investment strategies for stability as well as aggressive growth strategies to help increase your earning potential.
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Tax Planning
With deep roots in accounting, we are specialists in tax planning. We know how to help minimize taxes and leverage ever-changing tax rules.
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Estate Planning
Be prepared for the unexpected. Our estate planning team can help you transfer your wealth to your loved ones the way you desire.
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Survivor Assistance
Our Survivor Assistance services help ease the burden of the financial decisions that need to be made after the passing of a loved one.
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Insurance Services
We provide life insurance and long term care solutions to help financially protect you and your family when you need it most.
Learn MoreA 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.
Our Commitment to Generational Wealth
At Smith Anglin Financial, we recognize that generational wealth isn't just about making money; it's about growing, preserving, and passing on that prosperity to help secure your family's future. We integrate planning across multi-generational families to help secure your legacy for years to come.
- 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.
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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