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Smith Anglin Financial Snapshot
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The mission of Smith Anglin Financial is to provide financial and emotional benefits to our clients through consistent and appropriate management of their investments using business practices that support and encourage the professional and personal growth of our owners and employees.
Our financial benefit: reliable growth at controlled risk, protecting client's investment capital
Our emotional benefits: freedom from worry, self-doubt, and fear regarding their investment decisions
Our Values
We always try to embody a set of core values in all our relationships and activities. These values are:
• Integrity: uprightness of character, honesty, undivided loyalty.
• Trustworthiness: reliability, responsibility, carefulness, faith worthy.
• Service: valued assistance, providing aid, putting clients first, exceeding expectations.
• Balance: between work and home, risk and return, team and self, talents and duties.
• Continual growth: of knowledge, abilities, clients, rewards, quality, and fulfillment.
Our financial benefit: reliable growth at controlled risk, protecting client's investment capital
Our emotional benefits: freedom from worry, self-doubt, and fear regarding their investment decisions
Our Values
We always try to embody a set of core values in all our relationships and activities. These values are:
• Integrity: uprightness of character, honesty, undivided loyalty.
• Trustworthiness: reliability, responsibility, carefulness, faith worthy.
• Service: valued assistance, providing aid, putting clients first, exceeding expectations.
• Balance: between work and home, risk and return, team and self, talents and duties.
• Continual growth: of knowledge, abilities, clients, rewards, quality, and fulfillment.
Smith Anglin Financial strives to hire and retain individuals whose talents and unique abilities complement and expand the abilities of the whole team. Our revenue comes from monthly and quarterly fees paid by clients for our investment management services.
A synopsis is provided below. More detailed information is available in the firm's marketing materials.
As financial stewards, we focus on strategies and investment platforms that are designed to help our clients make the most of their life's work. But our value is not limited to simply managing the dollars and cents. We are committed to becoming true partners, providing conservative, straightforward advice as well as insight at crucial times throughout our clients' lives.
Our low pressure, personal approach to financial management has been our hallmark for more than 50 years. Responsiveness to our clients' needs is more than just good customer service to us; it's what makes Smith Anglin Financial a wealth management partner for life.
• Founded in 1967 as a traditional accounting firm specializing in tax planning
• Experts in compensation and retirement programs
• 20+ years experience providing planning and financial advice
• Free tax planning services for household managed assets over $1,000,000
• Free customized financial analysis with multiple alternate scenarios for every prospective client
• Survivorship assistance program
• Proactive, personalized client contact on a monthly, quarterly and annual basis
A synopsis is provided below. More detailed information is available in the firm's marketing materials.
As financial stewards, we focus on strategies and investment platforms that are designed to help our clients make the most of their life's work. But our value is not limited to simply managing the dollars and cents. We are committed to becoming true partners, providing conservative, straightforward advice as well as insight at crucial times throughout our clients' lives.
Our low pressure, personal approach to financial management has been our hallmark for more than 50 years. Responsiveness to our clients' needs is more than just good customer service to us; it's what makes Smith Anglin Financial a wealth management partner for life.
• Founded in 1967 as a traditional accounting firm specializing in tax planning
• Experts in compensation and retirement programs
• 20+ years experience providing planning and financial advice
• Free tax planning services for household managed assets over $1,000,000
• Free customized financial analysis with multiple alternate scenarios for every prospective client
• Survivorship assistance program
• Proactive, personalized client contact on a monthly, quarterly and annual basis
