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