Retired or Close to Retiring
We do our best work with clients who are over the age of 50 and who are focused on preparing for the retirement years.
Diligent Saver
While most of our clients would not consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least $1,000,000.
Relational
We value (and enjoy!) honest and authentic relationships with our clients. We truly care about each of our clients, and we desire what is best for them. We are looking for relationships built on mutual respect.
Looking for a trusted advisor
Our clients understand that the success of their retirement is too critical to manage alone, and they understand the value of hiring an expert.
Booth Financial Client Stories
Married Couple
Planning for Retirement
Robb and Claire don’t have a specific date in mind for retirement. They both love their careers and can’t imagine the day when they choose to stop working. But they want to be sure they are ready when that day arrives…
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Retired
Making Sense of Retirement
Mark worked diligently for over 35 years before deciding it was time to move to a more relaxed schedule in retirement. He and his wife, Anne, want to be sure that their retirement plan provides for the life they desire in retirement without the worry of running out of money….
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Widowed
Navigating an Unplanned Future
Katherine didn’t expect to find herself in this situation. Her husband, Adam, recently passed away unexpectedly. After such a heartbreaking loss, she feels alone facing the unknown future of life without her spouse. She is looking for help managing the known and unknown financial needs that will come…
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If this describes you, we would love to speak to you!
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While we would love to help everyone, we intentionally limit the number of clients we serve so that each client gets the personalized attention they need. If you feel you are not a fit for the criteria above, we suggest that you visit letsmakeaplan.com to find a Certified Financial Planner near you.