As financial planners, Booth Financial Associates works with individuals and small businesses who want advice and guidance in establishing their life style objectives and managing the expectations of those financial goals. In addition we welcome individuals and small businesses who may be concerned with direction of the stock market, outliving their money in retirement, or leaving money to heirs upon their death. Our goal is helping individuals and small businesses establish a plan of action that is achievable and meets their expectations which consists of ongoing reviews to allow the individuals and small businesses to feel important as well as involved in the process.
Registered Representatives of INVEST Financial Corporation, member FINRA (www.finra.org) SIPC (www.sipc.org). INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with Booth Financial Associates. Products offered are: •Not insured by the FDIC/NCUA • not a deposit or other obligation of or guaranteed by any bank/credit union • subject to risks including the possible loss of principal amount invested.