Robert L. Book, AIF®
As the Co-founder of The (k) Group, 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, The (k) Group helps 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 has the ability to 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 a unique approach when engaging clients that is predominately outcome based and managed to the financial plan, maximizing 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 Pikes Peak Therapeutic Riding Center, Junior Achievement, Colorado Springs Pension Committee, Peak Vista and Ride for the Brand Ranch Rodeo. Bob is an adjunct professor at UCCS and a member of the Pikes Peak Range Riders.
Bob is a registered reprehensive and investment advisor representative of Securian Financial Services, Inc. Member FINRA/SIPC.