Wealth Management
Booth Financial works to balance your goals for growth with your cash-flow requirements and your tolerance for risk, helping you gain an understanding of your investment objectives (both long term and short term) and the consequences of different courses of action. An investment policy statement defines investment objectives, risk criteria, manager selection procedures, measurement standards, monitoring procedures and asset allocation guidelines.
The nature of our relationship with you depends on your unique needs. You can look to us to help enhance your financial situation by tapping the strength of our investment capabilities and our expertise as investment advisors. Asset allocation strategies, including an analysis of how your assets are held and how they are protected, are the core of our focus on helping you preserve the wealth you have already built.
To prepare for the transfer of your wealth, you can look to us to work with your tax and legal advisors to integrate trust, estate, and philanthropic strategies that minimize your tax burden while helping you plan your legacy. Whatever your needs, BFA will support your unique objectives and provide you with a depth of fully integrated offerings.
Providing a Solution, The 4-Step Process
- Discovery and Profile: Through in-depth consultation and data gathering, we gain an understanding of your current financial situation and your goals and objectives.
- Analysis/Strategy: Following a comprehensive analysis, we develop a plan that will effectively meet individual and, as needed, business goals. Legal and accounting partners are often employed and strategies are designed to be consistent with long and short-term goals.
- Implementation: To ensure effective execution, we evaluate the most appropriate investment resources for your specific needs. Then, we take charge of implementing your investment and risk management strategies.
- Ongoing Service, Reporting and Review: Service is the primary issue for most individuals and businesses. Our greatest value comes through our long-term knowledge and understanding of our clients who have entrusted us with their financial needs. Our availability on an as-needed basis, and investment education and regular review ensure that plans stay on track and that necessary future changes are integrated seamlessly.
Planning For Businesses
Qualified Retirement Plans
SEP Plans
SIMPLE Plans
401(k) Plans
Profit-sharing Plans
New Comparability Plans
412(i) Plans
Group Benefit Plans
Group Health, Disability and Long-Term Care
Cafeteria Plans
Non-Qualified Retirement Plans
Deferred Compensation Plans
Supplemental Exec. Retirement Plans
Section 162(a) Bonus Plans
Risk Management Plans
Key Person Coverage
Buy/Sell Agreements
Disability Insurance
Disability Overhead Plans