A helping hand for every stage of life.
Our professional Standard of CareSM is our proprietary planning process that helps ensure we consistently address the important financial milestones as they occur throughout your life. Whether you’re just getting started with saving, or you’re in the peak of your earning years; or perhaps retirement is right on the near horizon… Smith Anglin’s professional Standard of CareSM can help you stay on the path to financial independence and cement your personal financial planning process.
Phase I
For those who are starting families, purchasing homes and establishing their careers.
Cash Management
Emergency Reserves
Managing Debt
Workplace Benefits
Education Planning
Basic Estate Planning
Phase II
For those who are earning more, accumulating wealth and managing growing tax burdens.
Higher Income Planning
Tax Assistance
Wealth Accumulation
Investments
Insurance Review
Full Estate Planning
Phase III
For those entering final career years and strengthening their nest egg for retirement.
Retirement Planning
Pension Options
Social Security
Medicare
Long Term Care
Withdrawals
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.
Schedule a Personal 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.
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