Personal Benefit Financial (PBF) provides financial planning services covering retirement, education, insurance, estate, tax, and investments. PBF offers recommendations for actions and investment strategies. PBF also offers access to third-party investment advisors through Kestra Advisory Services. PBF representatives are also registered representatives of Kestra Financial, a broker-dealer, and may receive commissions from securities or insurance product sales.
Fee Structure
To continue financial planning services with Personal Benefit Financial, clients are billed $250 annually for an annual review, ongoing needs, questions, phone calls, and follow-ups.
Personal Benefit Financial provides financial planning services for specific issues or comprehensive financial planning for a fee that ranges from $250 to $1,250 depending on client needs.