Registered Investment Adviser
Registered Investment Adviser
Planning is one of the most important things you can do, but it is also the most overlooked. At Bonner & Smith LLC we'll help you accomplish your future financial goals every step of the way.
If you plan your retirement right, it doesn't have to be scary or filled with uncertainty. Bonner & Smith LLC can help you plan a financial future that will excite you and your family. We help our clients successfully and confidently retire.
We want to help make your dream become a reality for you and your family. We work closely with our clients and we are fully committed to meeting and exceeding expectations. No future is too big or too small for us. Our goal is to simply help create a positive future for all of our clients.
We are proud our clients repeatedly turn to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.
At Bonner & Smith we believe that choosing a financial planner is one of the most important decisions you make. Our mission is to provide you and your family with financial guidance over our lifetime, with a commitment to individual attention and the highest fiduciary standard. We look forward to helping you each your life goals and achieve financial well-being.
Everyone can benefit from the services of a CERTIFIED FINANCIAL PLANNER® professional. CFP® professionals “are trained to help you develop a comprehensive strategy to reach your short- and long-term financial goals … from planning for retirement to saving for college.”
Keith Bonner & Susan Smith are fiduciaries. This means that they are dedicated to a legal and ethical relationship of trust maintained between the firm and each client. Bonner & Smith will always act in your best interest.
CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® certification marks are the most recognized financial planning marks in the world. A CFP® certificant is a credentialed financial professional held to strict ethical and performance standards. The government does not regulate the financial planners as “financial planners”. Advisers and "planners" are regulated as stock brokers, registered representatives, insurance agents or investment advisers, depending on the services they provide. As a result anyone can call himself or herself a "financial planner" with little or no education or experience. Only a select group of planners have met the rigorous education, examination, experience and ethics requirements necessary to call themselves a CERTIFIED FINANCIAL PLANNER® professional. CFP® practitioners are dedicated to helping individuals, families and businesses solve problems and achieve financial goals by putting clients' interests first.
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5308 114TH ST LUBBOCK, TX 79424 (806) 798-1880