Keith Bonner, CFP®

Certified Financial Planner professional
  • Active in the financial services industry since 1997
  • Registered Investment Advisor State of Texas 
  • Joined Mutual Fund Strategies July 2002 
  • CERTIFIED FINANCIAL PLANNER certificant since 2005 
  • Formed Bonner & Smith, LLC in 2007 
  • Certified Estate Planning Specialist (CES) Institute of Business and Finance July 2007​

The most important thing is to define your goals

introduction

Keith Bonner and Susan Smith bring together over 49 years of experience in financial services. They take a team approach to provide clients with expertise in portfolio management and financial planning. 


Financial planning is a process, which involves investment planning, income tax planning, insurance, retirement planning, employee benefits and estate planning. As professional advisors they help clients discover and solve financial problems and achieve life goals by serving as both counselor and coach.


There is no outsourcing or third party portfolio management; Keith and Susan manage all portfolio implementation and monitoring processes. Fidelity Investments custodies all client accounts with the exception of College 529 accounts held at American Funds.


As CERTIFIED FINANCIAL PLANNER™ professionals, Keith and Susan have met the CFP® Board’s education, examination and experience requirements and have agreed to adhere to high standards of ethical conduct. The CFP® Board requires biennial certification, including continuing education.

why we work with fidelity



As your financial advisor, you expect us to make thoughtful, carefully researched decisions, and to keep your best interest in mind. We use a similar approach when we make decisions about the service providers we employ to help us meet your financial objectives. As a result we have selected Fidelity Investments to be our custodian. Fidelity has been serving the needs of individual investors and investment professionals for nearly 60 years and, today, is one of the largest privately owned financial services companies in the world. As experts in the financial services field, they have a thorough understanding of the products and services we need in order to best serve you.



Go to Fidelity Investments
www.fidelity.com

 

  • Graduate of Lubbock Christian College, Bachelor of Science 1976 
  • Active in the financial services industry since 1986 
  • CERTIFIED FINANCIAL PLANNER certificant since 1988 
  • Registered Investment Advisor State of Texas 
  • Founded Mutual Fund Strategies in 1996 
  • Formed Bonner & Smith, LLC in 2007 
  • Life and Health Insurance Counselor April 2007 
  • about us

     

    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, tax and estate planning.


    We currently manage assets that include individual investors, corporate profit sharing plans, 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. 



    • CERTIFIED FINANCIAL PLANNER™ professionals  

    • Registered Investment Advisor

    • Fee-Only - no commissions, no selling

    • Active Portfolio Management - continual monitoring

    • Fiduciary—we act in your best interest, always

    • Independent – conflict free, full disclosure

    • Fidelity as custodian – high quality, low expenses, accessible 24/7

    • High client retention/referral rates

    • We are accessible, we manage your accounts, we are the advisors you work with, we don’t outsource or delegate​​


    Would you like a worry free future?


    Wouldn't we all?  Bonner & Smith LLC is dedicated to helping you achieve all of your future hopes and dreams with ease and comfort. 


    Susan D. Smith, CFP®

    Certified Financial Planner professional

    experience


    Registered investment advisor