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TAX INFORMATION

The September Effect

Sharla Rountree CFP®

September 27, 2025

We Are Here To Help You Put Your Financial Puzzle Together

(303)238-5123

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Office: 303-238-5123

870 Kipling St

Lakewood, CO 80215

pbf@personalbenefit.com

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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. Personal Benefit Financial and Personal Benefit Advisory are not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://bit.ly/KF-Disclosures

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