FINANCIAL PLANNING
Financial planning is the process of meeting your life goals through the proper management of your finances. Goals vary and can include buying a home, saving for your child’s education, planning for retirement or creating an estate plan.

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SERVICES
We offer a comprehensive array of services including:  Financial Planning, Risk Management, Employee Benefits Planning, Investment Planning, Income Tax Planning and Retirement Planning.


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WHO WE ARE
Bonner & Smith, LLC is an independent registered investment advisor . Learn about the benefits of working with a CERTIFIED FINANCIAL PLANNER™ professional.  We are Fee-Only - no commissions, no selling.


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Financial Planning & Investment Management Makes a Difference

Bonner & Smith, LLC is a fee only comprehensive financial planning and investment management firm that specializes in active discretionary portfolio management, retirement planning and estate planning.

We currently manage assets that include private investors, corporate profit sharing plans, endowments, and trusts.

Whether you are investing on behalf of a corporate retirement plan, a non-profit endowment or building your own net worth, you want your money invested prudently and profitably.  Our goal is to provide our clients with the long-term growth needed to reach their goals, consistent with their risk tolerance.  Our ability to reach this goal has led to many referrals from satisfied clients and our continued growth.


Our Mission Statement

At Bonner & Smith we believe that choosing a financial planner is one of the most important decisions you make.  Everyone can benefit from the services of a CERTIFIED FINANCIAL PLANNER professional, whether they have a high net worth or a negative net worth.  Our mission is to provide you and your family with financial guidance over your lifetime, with a commitment to individual attention and the highest fiduciary standard.  We look forward to helping you reach your life goals and achieve financial well-being.

 


Bonner & Smith, LLC
5807 63rd Street, STE 300 Lubbock, TX 79424
(806) 798-1880 (806) 798-2919
Toll Free 877-861-1880  Fax 806-798-0083