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Best Intro Ever

by Admin | Aug 21, 2020 | Just for FUN

J.P.Morgan Guide to the Markets with Kevin Rosenberger

by Admin | Aug 14, 2020 | Video Commentary

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS), an affiliate of Kestra IS. Financial planning offered through Personal Benefit...

2020 US Presidential Election – 10 Truths No Matter Who Wins

by Admin | Aug 7, 2020 | Uncategorized

Would you prefer to download the PDF? Right Click This LINK to Download the...

How Criminals Get Our Information and How to Stop Them

by Admin | Jul 17, 2020 | Video Commentary

Watch the replay of the AssetMark webinar to hear Retired FBI Agent Jeff Lanza how criminals get out information and what we can do to stop them. Jeff Lanza will discuss:   Simple steps to keep identities safe How to protect yourself from scams and frauds.  Watch...

The Dollar Chase Newsletter – June 2020

by Admin | Jun 30, 2020 | Newsletters

Link To Mels’ Related Video Would you prefer to download the PDF version of our newsletter? Right Click This LINK to Download the...
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Recent Posts

  • Some Things Known & Some Things Unknown
  • The Dollar Chase – July 2025 Newsletter
  • The Tyrannosaurus Deficit and National Debt, Why Do We Care?
  • What’s New in Social Security?
  • The Dollar Chase – May 2025 Newsletter 

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  • Audio Commentary
  • Economic Updates
  • Just for FUN
  • Newsletters
  • Some Basic Money Concepts
  • Uncategorized
  • Video Commentary
  • Your Questions Answered

Get in Touch with PBF


870 Kipling St Unit A
Lakewood, Colorado
80215
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303-238-5123  – 303-238-4733

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pbf@pbfrountree.com

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© Personal Benefit Financial

Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Financial planning offered through Personal Benefit Financial.Rountree & Associates doing business under Personal Benefit Financial is not affiliated with Kestra IS or Kestra AS.Neither Kestra IS nor Kestra AS provide tax or legal advice. Investor Disclosures: https://www.kestrafinancial.com/disclosures

This website is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 737-443-2582.