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Financial Guidance

One-size fits all policies are best left to vacation bike helmets. At Booth Financial Associates, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

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Protecting your Legacy

Uncertainty leaves room for opportunity. At Booth Financial Associates, we can help to solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

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Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

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About Booth Financial Associates

A PARTNERSHIP PHILOSOPHY

“We established Booth Financial Associates in 1989 on the firm belief that every investor has unique needs. In every case, we endeavor to know our clients, identify their goals and objectives, their time horizons and risk tolerance and collaborate on reaching the best strategies. When they succeed, we succeed.

This practice has proven fruitful as, today, we are fortunate to serve the financial needs of more than 1000 individual clients, with assets of nearly $100 million, and the pension and employee benefit needs of more than 20 companies across 21 states. We are our clients’ partner in helping to manage and protect their wealth.”
~Jim Booth

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Insurance Services

A good defense is the best offense. Let Booth Financial Associates offer you and your family leading insurance products.

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