Personal Benefit Financial
  • Home
  • About Us
    • About Us
    • Mission Statement
    • Our Qualifications
  • Our Services, Information & Tools
    • Our Services
    • Information & Tools
    • Access Managed Accounts
    • BrokerCheck
  • Commentaries
  • Call Us Today!
Select Page

The Student Loan Survival Guide: Rules, Caps & Annual Allowances

by Lynae | Oct 7, 2025 | Uncategorized

Halloween 2024 at PBF!

by Lynae | Oct 31, 2024 | Uncategorized

Fred, Dylan, Sharla, KC, and Becca all dressed up for...

Recent Posts

  • The Student Loan Survival Guide: Rules, Caps & Annual Allowances
  • The September Effect
  • The Dollar Chase – September 2025 Newsletter
  • Interest Rates: What’s So Interesting?
  • Economic Update – August 2025

Categories

  • 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


303-238-5123  – 303-238-4733



pbf@pbfrountree.com

To learn more about the professional history

of your financial advisor, please visit FINRA’s BrokerCheck

© 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.