Word of mouth is the best form of advertising and the company I hired last year to manage my retirement portfolio is definitely worthy of praise. I have multiple individuals asking me about my Financial Planner and so I am sharing this info for anyone who is looking for help.
The name of the company is Smith Anglin Financial, based out of Dallas. Smith Anglin was referred to me by a another fellow senior pilot, and i cannot say enough great things about this company. The main contact for Smith Anglin is Weston Pollock, great guy, extremely knowledgeable and is a man of great character and integrity.
The company has been in business for many many years and they work primarily with airline crew, ie, Southwest, Delta, Fedex, United, JetBlue, etc. They know what they are doing. They do everything, including taxes, estate planning and a number of other services. As Fiducairies, they have the clients best interests in mind. They work closely with their clients, and you dont feel like just a number or a customer, something i appreciate since i am in contact with them on a regular basis.
If you are looking for a financial planner and a company to help you plan and manage your retirement portfolio, I recommend you call them. They came to my home and spent time with me, no obligation. Its one of the best decisions I’ve made. I was stumbling through retirement planning and didn’t own a brokerage account where i could invest in unlimited ways vs what i had which was a limited 401k mutual fund package, ( that was designated to me based on my age). Now i am invested in what works and protected if the market tanks, something i didn’t have before.
Feel free to give Weston Pollock a call at 214-616-2664 www.smithanglin.com
Email me if you have any questions at [email protected]