Rountree & Associates

Personal Benefit Financial, based in Lakewood, Colorado, has been dedicated to providing personalized financial planning services for over 45 years. Committed to a fiduciary standard, their team of certified financial planners designs tailored solutions for clients, ensuring their unique goals and needs are met. Recognizing that there is no one-size-fits-all approach to financial planning, Personal Benefit Financial emphasizes a personalized and comfortable client experience. Their wide range of specialized services covers areas such as retirement strategies, tax planning, and long-term care, offering comprehensive support throughout clients' financial journeys. Generated from the website

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Christian Holgard is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Lakewood, CO make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Kim Alan Carver is a Licensed Financial Representative with Primerica serving LAKEWOOD and its surrounding areas.