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Home | Personal Benefit Financial

Personal Benefit Financial

Sharla Rountree
   Sharla Rountree
Ron Blair
   Ron Blair
Eric S. M. Kee
   Eric S. M. Kee

Contact Information

Company: Personal Benefit Financial
Contact: Sharla Rountree / Ron Blair / Eric S. M. Kee
Address: 870 Kipling Street, Suite A
City: Lakewood
State: CO
Zip: 80215
Phone: (303) 238-5123
Fax: (303) 238-4733
Email:

pbf@personalbenefitfinancial.com

Website:

http://www.personalbenefitfinancial.com/



About Our Practice

Got questions?  We have answers!  Our firm has been providing federal government employees full comprehensive written financial plans to navigate the federal government nuances.  We are one of very few firms to include full analysis of your entire financial world from investments to college planning, estate, retirement and insurances including property and casualty insurances to be certain no "holes" exists that would deplete assets or destroy retirement plans.

As a result of our expertise, we were asked by OPM to begin doing seminars for federal government employees.  Thanks to the comments of attendees in those seminars and seminars since, our firm has provided seminars for nearly every government agency in most states in the country. Our staff helped "train the trainers" when FERS was launched.  We have done seminars for FEDweek around the USA.  Again, our knowledge of government benefits prompted FEDweek, the publisher of government benefit booklets, to engage us as speakers to provide retirement seminars for government employees.


Offering Advice Since

1970


Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term, elder care and Medicaid planning 
Budgeting and cash management 
Pre-Retirement Seminars for Government Employees
Federal and State government benefits
Education planning
Wealth management


Licenses, Certifications, Education, and Affiliations

Designations: CFP®, RFC, AAMS, CRPC, CPCU
Insurance Licenses: Life, Health, Variable Annuity, Long Term Care, Property and Casualty  
Security Licenses:  Series 1, 7, 15, 24, 51 and 63  
Investment Advisor Registration:   Yes
Education:  B.S. Business Management, B.S. Business Finance
Associations & Affiliations:  Financial Planning Association, Financial Services Institute, Society of Certified Senior Advisors and International Association of Registered Financial Consultants


Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Commissions and/or loads for investment products purchased  


Association with the Office or Firm

Owner/Partner


Broker / Dealer Affiliation

Royal Alliance Associates, Inc. Registered Investment Advisor

Sharla D. Rountree, CFP®,  L. Ronald Blair, CFP®, AAMS, CPCU, RFC,  offer Securities and Advisory Services through Royal Alliance Associates, Inc., Member FINRA/SIPC and a registered investment advisor.  Additional investment Advisory Services offered through Personal Benefit Financial by Sharla D. Rountree, L. Ronald Blair, a registered investment advisor not affiliated with Royal Alliance Associates, Inc.
 


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