MULVIHILL ASSET MANAGEMENT, LLC
The advisors formerly registered with Mulvihill Asset Management are continuing to serve clients as investment advisor representatives of Smith Anglin Financial, LLC. Effective 11-30-2017, Mulvihill Asset Management, LLC voluntarily withdrew its registration as an investment advisor firm. There is no common ownership or control between the firms.
SMITH ANGLIN FINANCIAL, LLC
Henry N. Mulvihill, Jr., and Erick B. Dahl are Investment Advisor Representatives of Smith Anglin Financial, LLC. The address of Smith Anglin Financial is 14755 Preston Road Suite 700 Dallas, TX 75254. The telephone number of Smith Anglin Financial, LLC is 972-267-1244, and the website is www.smithanglin.com. Smith Anglin Financial offers advising, planning and consulting, investing, life and health insurance and other services to individual and institutional clients. As an independent firm, Smith Anglin is not captive to any investment or insurance company. Smith Anglin is able to provide services and investments to clients through relationships with many of the largest financial services and insurance companies.
For investment services, Smith Anglin Financial is fee-only, no commissions.
For insurance services, Smith Anglin Financial may receive commissions.
Hank N. Mulvihill, Jr., CCM, CWS, CFP has been recognized multiple times by the Five Star Award, Wealth Manager, by Texas Monthly.
Click Here for Five Star Award IMPORTANT COMPLIANCE DISCLOSURES
MULVIHILL ASSET MANAGEMENT, LLC sponsors the influential FED FRIDAY Economic Outlook and Risk Management Forum.
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Newsletters
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.