Charles B. Booth

Further information about Charles B. Booth:

Charles has been a CPA in Arizona since 1973. He has over 30 years experience in public accounting as an owner or partner. He has been providing financial services to his clients since 1999 and is also a Personal Financial Specialist.

He believes that successful financial service must include an understanding of clients' needs and goals, client education, ongoing independent advice, discipline to stay on plan, and assistance to fulfill those needs and goals.

All plans are coordinated with your attorney and tax professional. Charles frequently receives client referrals from CPA firms in Arizona.

Compensation and Fee Structures:

Hourly fee, fixed fee, asset management fee and/or commission.

Licenses, Certifications & Affiliations:

Series 24, 7 and 66. Health, life and disability insurance.

For a list of states in which I am licensed to do business, please visit www.claritywealthmgt.com

Education:

Bachelor of Science, Arizona State University, 1971.

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Further information about Clarity Wealth Management:

(Size of firm: 0-9 advisors)

Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers.

I am in the business of helping my clients meet all their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.

My approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. Among my financial offerings are:

* Managed asset plans - for professional fee-based portfolio management through LPL Financial
* Cash flow analysis - for everyday budgeting
* College planning - long-term planning to ensure you're ready when your children are
* Retirement planning - to design an investment strategy to help you meet all of your retirement goals
* Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed

Call us for a free review.

Securities, Financial Planning and Advisory Services offered through LPL financial, member FINRA/SIPC.