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 ManagerSM 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 ManagerSM

[View 2011]        [View 2012]


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.
Home | About Us | Individuals | Business Owners | Newsletter | Information Center | Market Update | Client Access | Contact Us
This communication is strictly intended for individuals residing in the states of
AZ,CA,CO,DE,HI,MT,NV,PA,UT,VA,WA.
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.

Securities offered through Commonwealth Financial Network®.
Member FINRA, SIPC
Privacy Policy
© Copyright 2010 - 2013