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What We Offer At Personal Benefit Financial | Advisory

Sharla Rountree CFP®

January 09, 2026

Today, Sharla and Ron sit down to discuss the services we offer at Personal Benefit Financial | Advisory.

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Office: 303-238-5123

870 Kipling St

Lakewood, CO 80215

pbf@personalbenefit.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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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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