Keith Bonner and Susan Smith bring together over 35 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.

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.