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- Personal Benefit Financial
No one can see into the future, but solid financial planning can help you achieve the financial goals you have always wanted to accomplish Give us a call today for a no-obligation review of your financial plan
- Sharla Rountree | Personal Benefit Financial
Ms Rountree has contributed to the “Money Wise” column for the Rocky Mountain News, a Bi-monthly Economic update and publishes a bi-monthly financial planning newsletter, The Dollar Chase In addition, she works as a corporate and non-profit retirement plan advisor
- About Us | Personal Benefit Financial
We offer financial products and services to individuals, couples, families and business owners With our personalized coaching, we can help develop your skills to better identify and prioritize your goals so that you can move forward in making them a reality
- Our Services | Personal Benefit Financial
It encompasses having your paperwork in order AND knowing what financial options are available to pay for long term care in both pre-crisis and crisis situations
- L. Ronald Blair | Personal Benefit Financial
Ronald Blair is the co-founder of Personal Benefit Services Seminars His extensive background in financial planning, insurance counseling and business administration makes Mr Blair a very qualified member of the business
- Mission Statement | Personal Benefit Financial
Our mission is to understand your financial situation while providing you with the highest quality information, services, and products to help you reach your goals We work every day to ensure our financial services and wealth management are at the highest quality
- Fred Apodaca III | Personal Benefit Financial
Fred joined Personal Benefit Financial in 2023 He is a graduate of CU Boulder with a Bachelor of Science in Business Administration with an emphasis in personal finance and a minor in Spanish
- Our Qualifications | Personal Benefit Financial
Based on regular research of what planners do, the exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance
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