We are retirement planning experts.
At Booth Financial, we LOVE simplifying and explaining the complex and confusing. Planning your financial future alone can be hard and overwhelming! We take great joy in helping our clients clarify and refine their most important goals — and working together to help them reach those goals.
Attorneys, Accountants, and other Professionals
In a sense we serve as a client’s financial concierge. We welcome any and all financial questions. If we don’t know the answer and/or we need to bring in other experts, we will carefully coordinate and collaborate with other professionals such as accountants, attorneys, insurance agents, bankers, etc.