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Your Questions Answered by Ron: What’s the Federal Government currently doing that is affecting the Financial Market?

by Ron Blair | Apr 22, 2020 | Video Commentary, Your Questions Answered

Your Questions Answered: What’s the Federal Government currently doing that is Affecting the Financial Market? Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra...

Your Questions Answered by Sharla: How to address short-term needs to take money out of my portfolio?

by Admin | Apr 20, 2020 | Video Commentary, Your Questions Answered

How to address short-term needs to take money out of my portfolio? 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...

Your Questions Answered by Eric: Where is the relief money coming from?

by Eric Kee | Apr 18, 2020 | Video Commentary, Your Questions Answered

Where is the relief money coming from? 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...

Your Questions Answered: What About Our Future Tax Rates?

by Eric Kee | Apr 18, 2020 | Video Commentary, Your Questions Answered

What About Our Future Tax Rates?  Will taxes be raised to cover these costs? Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS), an...
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Lakewood, Colorado
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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.