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.

The process involves gathering relevant financial information,  examining your current financial status and creating a plan so you can achieve your goals given your current situation and future plans.

​Do you know how to pick a financial planner that has your best interests in mind? 

CFP®, CERTIFIED FINANCIAL PLANNER™ and           certification marks are the most recognized financial planning marks in the world. 

The government does not regulate financial planners as “financial planners”. Planners and advisors are regulated as stock brokers, registered representatives, insurance agents or investment advisers, depending on the services they provide. As a result anyone can call himself or herself a "financial planner" with little or no education or experience. 

Only a select group of planners have met the rigorous education, examination,experience and ethics requirements necessary to call themselves a CERTIFIED FINANCIAL PLANNER™ professional.

CFP® practitioners are dedicated to helping individuals, families and businesses solve problems and achieve financial goals by putting clients' interests first. 

our commitment

If you plan your retirement right, it doesn't have to be scary or filled with uncertainty.  Bonner & Smith LLC can help you plan a financial future that will excite you and your family.  We help our clients successfully and confidently retire. 

We want to help make your dream become a reality for you and your family.  We work closely with our clients and we are fully committed to meeting and exceeding expectations. No future is too big or too small for us.  Our goal is to simply help create a positive future for all of our clients. 

We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day. 

Legal Disclosure           Form ADV Part 3 - CRS (Customer Relationship Summary)

Registered investment advisor

Planning Your Future

It's one of the most important things you can do, but it's also the most overlooked.  At Bonner & Smith LLC we'll help you accomplish your future financial goals every step of the way. 

how to choose a financial planner

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.

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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