Planning & Consulting Services

Offering a robust line of productsto meet your personal and business needs

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Strong & trusted financial guidance

Let us put our business savvy to work for you. Honeycutt & McGuire can provide smart solutions that will consistently exceed your expectations. Our focus is to provide you with continuous, reliable support now and for years to come, helping you to realize all your financial goals.

We can offer assistance with:

  • Estate Planning—our skilled team can help safeguard your accumulated wealth for future generations through proactive initiatives to reduce the tax burden of your estate. We can also assist with estate tax compliance reporting and estate settlement.
  • Business Management Consulting—we offer years of experience advising business owners on a wide variety of challenges encountered in every phase of your business’s lifecycle. We can help with start-up, financing, business plan creation, personnel, forecasting, and analysis of business operations, or expansion.
  • Closely-Held Business Succession Planning—our business advisors will implement financial management strategies that protect your company’s position, maximize its value and help you plan for its succession.