Robert L. Book, AIF®
Bob Book and his team run the qualified plan consulting practice at Strategic Financial Partners. Their focus is on helping companies around the country with the key components of their retirement plans - typically plan design, investment selection & monitoring, and employee education. Through this focus, they help optimize retirement plans for private, public and nonprofit organizations, and therefore the retirement readiness of their employees.
In addition to working with corporate accounts, Bob and his team have a successful private wealth management practice serving endowments, foundations, closely held family practices and individuals. Bob’s team can work alongside clients in developing a financial plan, managing investment portfolios, and creating and helping them implement estate plans and business succession strategies. He takes an approach unique to the individual when engaging clients, that is predominately outcome based and managed to a financial plan. One of his goals is to maximize returns on a risk-adjusted, after tax and after fee basis.
Bob Book is a fourth-generation ranch owner and actively engaged in the community through nonprofit organizations that he supports through fundraising efforts. He currently serves on the board at Stable Strides, Peak Vista Foundation and Ride for the Brand Ranch Rodeo. He is a member of the Pikes Peak Range Riders. Bob was an adjunct professor at UCCS and was appointed by the Mayor of Colorado Springs as s member of the Colorado Springs Pension Committee.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Robert Book is a registered representative and investment advisor representative of Securian Financial Services, Inc. Member FINRA/SIPC. 3245756 DOFU 9/20.