After beginning a career in public accounting which involved financial and tax compliance, Steve quickly converted his practice into his passion for working with people to provide solutions for business and individual financial and tax needs. These needs are predominately associated with income tax reduction and pre and post retirement planning and investment management.Smith Anglin Financial was created to provide a unique experience for its clients and associates. A complete wealth management solution that could provide retirement planning, tax services (both income and estate) and investment management services that truly put the client's needs and goals ahead of the investment firm's. This is a truly unique postion in the financial services industry.Other personal interests include counseling, funding and investing in small start up entreprenureal companies and ideas.Specialties: Wealth management including financial and retirement plannning, investment asset management, estate planning and tax planning. Small business retirement consulting specialist.
Listed skills include Retirement Planning, Investments, Finance, Wealth Management, and 11 others.