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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

Honeycutt, Smith & Associates chosen for the FIVE STAR Wealth Manager Award.

2010-2020 & 2022-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was issued on 12/2022 based on data gathered within 12 months preceding the issue date; 211 were named 2023 Five Star Wealth Managers. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.