Smith Anglin Financial

Smith Anglin Financial is a financial planner in Dallas, Texas. This wealth advisory practice provides personalized wealth management, investment advice, and tax planning to a select group of families, individuals, business owners, and pilots across 48 states and abroad. The firm holds a 5.00 rating and specializes in aviation retirement readiness, including deep knowledge of airline plan benefits for carriers such as Southwest, United, American, FedEx, Delta, JetBlue, and Spirit.

Founded in 1967 originally as an accounting practice, the firm has evolved into a full-service wealth advisory team. Their professional services include estate planning, investment management with both defensive and aggressive growth strategies, insurance services for life and long-term care, and survivor assistance. The practice maintains a fiduciary standard to ensure integrity and accountability for the clients they serve.

The office is located on Preston Road in Dallas, near the intersection of Belt Line Road. It is situated a short distance from the UPS Store.

The business maintains thorough, well-documented information available online through a well-optimized website.

Smith Anglin Financial provides dedicated wealth management and specialized retirement planning for the aviation community in Dallas and beyond.

Services:

• Aviation Retirement Readiness
• Estate Planning
• Generational Wealth Planning
• Investment Management
• Tax Planning