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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.
| FIVE STAR: Wealth Managers
 
We were chosen to receive the *FIVE STAR Wealth Manager SM Award for 2011 and 2012. The wealth managers chosen for these awards represent less than 4 percent of the wealth managers in the San Diego area. Click the following link to see our FIVE STAR Award for 2011 and 2012 and the criteria to be chosen as a FIVE STAR Wealth Manager SM[View 2011] [View 2012] |
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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
*2011: Based on 9 criteria including: customer service, integrity, knowledge/expertise, communication, value for fee charged & overall satisfaction. 2012: Based on 10 objective eligibility & evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory & complaint history, accepts new clients, client retention rates, client assets administered, education & professional designations. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
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