Retired pilots looking for financial stability and a wide array of wealth management services are our largest client segment because we’ve been helping meet their needs for decades. Before the onset of retirement, our financial advisors conduct a thorough analysis and develop strategies aligned with your goals. Our experience navigating all aspects of retirement, including advising pilots on Medicare, Social Security, pension optimization, and more, combined with our proactive and comprehensive Standard of Care, helps ensure minimal surprises and enables us to assist you in staying on course throughout your retirement journey.
I don’t want to spend my time in retirement worrying about the stock market and how my IRA and other accounts are doing. I know I need growth, but I also know I need income and stability. I want some of the market upside, but I can’t afford to take big losses, especially since I know I’m required to take distributions from my IRA when I get older, whether I need the money or not. I want to make sure the money that we have set aside all these years will be enough for us in retirement.
How can I maximize workplace benefits during my final and highest income years?
How do I minimize my tax exposure as I draw near to retirement?
When do I start Social Security and/or workplace pension plans?
How much of my portfolio can I spend 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?
Will my family be burdened with estate taxes?
Who will help my surviving spouse if something happens to me?
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.
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.
For pilots who are nearing retirement. We can help maximize your company-provided benefits, assess the pros and cons of each major decision as it relates to your specific circumstances, and most importantly, create a plan to accomplish what matters most to you – enjoying the retirement you have worked so hard for.
Retirement Cash Flow Projection
Tax Impact Analysis
Investment Strategy Evaluation
Specific Scenarios for Your Situation
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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
Check the background of this practice on FINRA's BrokerCheck.
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
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