Introduction to Bonner & Smith, LLC
Who We Are
* CERTIFIED
FINANCIAL PLANNER™ professionals - education, experience,
exam and ethics
* 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
* Over
37 years combined experience
* 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
Choosing a financial planner and investment advisor …
may be one of the most important decisions you make. A
Certified Financial Planner™ professional can play a central
role in helping you meet your long-term financial goals. For
most people it is a task that involves decisions and
considerations that they know little about. They are ill
equipped to access the qualifications of those who seek to
provide financial services. Bankers, brokers, accountants
and insurance agents now call themselves financial
consultants, financial advisors, financial planners,
investment consultants, investment advisors, or some similar
title. But there's more to providing personal financial
services than selecting a job title that attracts consumers.
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