Frank Booth
CRPS
I have more than 25 years of financial services experience, so I can help you develop and implement holistic financial solutions. Specifically, I can:
- Help you review your plans for the future and compare them to how (and how much) you save
- Design a financial plan and help you follow it
- Create retirement-planning action steps based on your personal goals
- Provide ongoing personal guidance and advice to help you manage your plan
- Explore estate planning options to help you leave a legacy
- Help you develop a budget for today's expenses and for living in retirement
- Work with you to create a succession plan for your small business
I hold the following registrations, licenses and/or professional designations:
- Series 7 - General Securities Representative
- Series 66 - Uniform Combined State Law Examination
- Chartered Retirement Plans Specialist (CRPS)