Call 480-962-1181

March 07, 2021

Your Success is Our Success!

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

     Succession planning

     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

     Business consulting

     Investment reviews

     Insurance reviews

     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.