For retirees concerned about the viability of their nest egg and the well-being of their loved ones, our team provides services to meet those needs. Retirement should be about enjoying life and those you love, and not spent worrying about money and the “what ifs”. You need a financial advisor for retirees who is experienced and provides services that help put you at ease. You need to know that your financial advisor is focused and has a plan for what’s next in your life as a retiree.
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?
How can I benefit from my giving? Are there better ways to give to organizations I care about?
Who will help my surviving spouse if something happens to me?
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.
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.
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