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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

Honeycutt, Smith & Associates was chosen to receive the 2010, 2011, 2012, 2013, 2014, 2015, 2016, and 2017 FIVE STAR Wealth Manager Award. The wealth managers chosen for this makes up only 4 percent of the wealth managers in the San Diego area*.

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