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 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*

Honeycutt, Smith & Associates
6310 Greenwich Dr.
Suite 220
San Diego, CA 92122
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. 2012-2015: 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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This communication strictly intended for individuals residing in the states of CA,CO,HI,NM,NV,OR,PA,TX,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.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
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