Honeycutt, Smith & Associates are Financial and Exit Planning Specialists.

We provide individuals and business owners with extensive financial planning, wealth management, and exit planning strategies.

At the individual level, we provide successful individuals with financial planning services such as:

  • Investment Planning
  • Retirement Planning
  • Education Funding
  • Insurance Planning
  • Fringe Benefits Planning

We also work with business owners who want to actively plan for a financially successful exit from their business. We use a systematic approach to take control of the succession planning process in order to maximize the value those owners receive when they decide to sell or transfer their businesses.

We work with business owners to:

  • Create and preserve value within their businesses using tools they already have.
  • Transfer ownership and value as profitably as possible no matter whom they sell to.
  • Integrate personal, financial, and estate planning goals with the goals of their business to maximize profit and minimize tax liability.





Honeycutt, Smith & Associates
4225 Executive Square
Suite 955
La Jolla, CA 92037-9122

Phone
San Diego: (858) 200-0900
Las Vegas: (702) 892-9911

Fax
(858) 200-0901

info@honeycuttsmith.com




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AZ,CA,CO,DE,HI,MT,NM,NV,OR,PA,UT,VA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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