Years in Business

Clients Served

Charities Supported

Planning For Your Future

Helping YOU Build Your Families’ Future 

No one can see into the future but solid financial planning can help you get where you want to go much more quickly and realistically than any other form of planning.  Give us a call today for a no-obligation review of your financial plan.

Government Employees

 

Investment Management

Financial Planning

Tax Planning

Education Planning

Retirement Strategies

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Estate Planning

Long Term Care

Certified Financial Planners

Do you know that a certified financial planner is held to the highest fiduciary regulations. A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties (person or group of persons). Typically, a fiduciary prudently takes care of money or other assets for another person.

We Are Different

Over 45 Years in Business

We have been serving our community for over 45 years and have a stellar service record.

Custom Solutions

We don’t believe in one size fits all; we get to know you and what matters to you so that we can help you reach your goals

Advisor Variety

Meeting our clients’ financial needs in a way that suits their personalities with a variety of advisors

CFP®

Personal Benefit Finacial is run by CFP’s ® and we take our fiduciary responsibility seriously

Comfort

Our clients are family to us and we want them to feel like that every step of the way so we have created an office that feels personal.

Lifetime of Coaching

No matter what stage of life you’re in, we are here for you and will help you with expert financial coaching along the way

How We Assist Our Clients

Retirement Income Planning

We offer a variety of specialized services designed to meet your specific goals and needs.

Planning for Public Employees

Our resources section is full of useful links and financial calculators to help you with your financial needs.

Women and Retirement Planning

Read our latest blog posts for up-to-date information on news, events, and articles.

Contact Details

870 Kipling St Unit A
Lakewood, Colorado
80215

pbf@pbfadvisors.com

To learn more about the professional history

of your financial advisor, please visit FINRA’s BrokerCheck

Get in Touch with PBF

Securities may be offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Personal Benefit Financial is not affiliated with Kestra IS or Kestra AS.

Neither Kestra IS nor Kestra AS provide tax or legal advise. 

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.