Charles Booth, Financial Consultant is a financial consultant serving individuals and small businesses in the Phoenix Metro area. We strive to provide high quality, prompt service and a reasonable price. Your success is our success. We have had happy clients that have been with us for decades. We hope to have the same successful relationship with you. Call Charles at 480-962-1181 option 4 with your questions! No obligation!
We provide services including:
Tax preparation for individuals, businesses, estates and trusts
Retirement planning and retirement plan setup
Loan application assistance
Executor and Personal Representative assistance
Financial planning, tax planning, estate planning
College costs planning
Avoding probate without using trusts
Beneficiary reviews and estate asset transfer assistance
Wills, trusts, power of attorney preparation
Required Minimum Distribution rules and calculations
With this Website You can:
Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.
Stay Alert to tax and accounting news by reviewing the client newsletter.
Review Tax and Financial Topics of Interest in the Blog and Links Tabs above.
Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback.