VETTED

Kenneth Beber

AIF^®, CFS

Tel: 469-322-1210 6160 Warren Parkway Suite 100 Frisco, TX 75034

Risk varies inversely with knowledge

About Kenneth Beber

Ken does not believe in cookie cutter financial plans. Everyone's needs and goals are different; what may make sense for one person may not make sense for another, even if they are at the same age or stage in life. To Ken, financial independence means reaching the point where work becomes optional and retirement becomes affordablebut each person might define that differently.

This is one of the things that sets Ken apart from other advisors; his commitment to thinking holistically and creatively so that he can help his clients work towards their unique financial goals.Ken is dedicated to helping clients pursue financial independence through practical, values-driven financial plans.

Ken focuses on advising clients how to pursue their financial goals, pay less in taxes, affordably pay for college, invest smarter, and properly protect their hard-earned assets. He thrives in his role as a financial mentor and enjoys guiding individuals and families through all stages of their financial lives.

About Purpose Wealth Partners

I have been an Independent Financial Service Representative since 2000, and have been involved in business management and finances for over 25 years. As any independent advisor, I specialize in working with individuals and small businesses to provide solutions that help his clients to reach their financial goals.

While some financial advisors focus on selling products, I focus on solutions, specifically customizing plans to suit my clients' individual needs. I educate clients to lessen their worries and to help them make more informed financial decisions, by offering a professional, independent and unbiased viewpoint.

I focus on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives from investment strategies, retirement planning, estate planning issues, risk management and retirement income distribution.

Registered Representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment adviser. Member FINRA & SIPC.

See Disclosures

Our Team

Robin Gattoni

Personal Assistant

Robin Gattoni

Personal Assistant

Robin Gattoni has over 15 years experience in the Financial Services industry. Prior to her position at Peak Financial, Robin gained a majority of her financial knowledge and skills while holding the position of Operations Manager for ALM Advisors, an investment firm where she implemented systems for Senior & Assistant Portfolio managers on daily Stock & Bond trading, facilitating daily trading issues with brokers and custodians, monthly market research, daily pricing of client portfolios, and reconciliation of client accounts.

General Information

Firm Start Year:

2000

No. of Employees:

5-9 Employees

Insurance License#:

OD18553, 1403116

Name of Broker/Dealer:

Independent Financial Group

Name of Custodial Firm:

Pershing LLC

States Licensed in:

AZ, CA, CO, FL, IL, MN, MO, MS, NC, NJ, NV, NY, OR, TN, TX, UT and WA.

Communities served:

Addison, Argyle, Arlington, Aubrey, Bedford, Carrollton, Colleyville, Coppell, Denton, Euless, Frisco, Grand Prairie, Grapevine, Hurst, Irving, Keller, Lewisville, Little Elm, North Richland Hills, Plano, Prosper, Richardson, Southlake, The Colony

Number of Years with Current Firm:

Work Experience:

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Purpose Wealth Partners and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Drive Suite 200, San Diego, CA 92130.

Kenneth Beber licensed to sell securities in the following states: AZ, CA, CO, FL, IL, MN, MO, MS, NC, NJ, NV, NY, OR, TN, TX, UT and WA.

The information provided herein has been obtained from sources believed to be reliable; however, we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third-party website, you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Work with the following types of clients:

Individual Investors, Businesses

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals

Qualifications & Memberships

Insurance and Annuity Licenses:

Variable Life, Long Term Care, Disability, Accident, Annuity, Health, Life, HMO, Variable Annuity

Financial Organization Memberships:

National Association of Insurance and Financial Advisors (NAIFA)

Services

Investment Types:

Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Your Office, Email, Phone, Our Office, Your Home, Video Conference

Compensation and Fees

Fee Structure:

Fee-Based

Compensation Methods:

Based on Assets, Hourly, Commissions, Flat Fee

Fee % Based on Assets:

0.25-1.00%

Flat Fee Rate:

$500

Minimum Fee Charged for Flat Fee Accounts:

$500

Firm Information

Advisor's Number of Clients:

Advisor's Number of Managed Clients:

Advisor's Number of Planning Clients:

Preferred meeting methods

I provide a free initial consultation:

Yes

Education

Associate in Business Administration - Business Administration:

Chaffey College - Rancho Cucamonga

January 1994 - June 1995

Financial Planning for Individuals

Successful planning begins with a clear understanding of what must be done to help meet your goals. We believe helping you clarify your goals is the first step towards achieving them. With this information, we present you with our analysis, showing you where you are and where you need to be to accomplish your objectives, the appropriate solutions a path toward your goals. Our plan is comprehensive and unique to your life, addressing such topics as retirement savings, life insurance and estate planning, education funding, the health of your business or professional practice, and even tax and real estate issues.

Financial Planning for Businesses

Purpose Wealth Partners is committed to assisting you in evaluating and developing the Employee Benefits package that will make a real difference in recruiting and retaining the people you want and need. Our analysis begins by understanding all of the business planning issues that are relevant to you. These issues may range from designing, implementing and servicing a variety of qualified and non- qualified benefit plans or integrating those plans with your desire for specific protection or exit strategies. These are always part of our commitment to consistently offer independent, objective and unbiased advice regarding possible business planning solutions.

Portfolio Management

At Purpose Wealth Partners we take great pride to provide access to some of the most established financial organizations and a broad universe of premier institutional money management firms. Investment strategies are identified with one thing in mind: Which Manager best fits your unique situation.

Estate Planning & Trusts

Proper Estate Planning involves anticipating and reducing the estate tax liability wherever possible as well as providing for payment of the tax. However, Estate Planning is also about people and their desire to provide for their loved ones. Estate creation, income replacement, and the orderly transfer of property from one generation to the next continue to be the primary objectives of most estate plans. You may need to provide care for minor children, support for disabled children and elderly parents, and the protection of loved ones from creditors. Most importantly, are there enough life insurance proceeds, liquid assets and other sources of income to help maintain the current living standards of your surviving family?

Tax Advice and Services

Effective tax planning is the cornerstone of Comprehensive Wealth Management. At Peak Financial, Inc. we collaborate with experienced Tax Professionals to assist our clients in establishing the most effective ways to position their wealth, utilizing all of the federal and state tax rules and regulations most favorable to our clients. Planning strategies include Tax Favored Wealth Accumulation and ultimately distribution to generations of their choice.

Investment Advice & Management

We believe in some core principles in Investment Management that are time tested to assist you to attain long-term investment success: Although they cannot ensure a profit or protect against a loss, Diversification and Asset Allocation provide a basis to managing market volatility, investment returns and potential market risks. Our Advisors have extensive experience in assisting you to clarify your goals and objectives which build the foundation to recommending an appropriate investment strategy. By fully understanding your situation, your risk tolerance and other important factors in your planning process, we will do our utmost to help you maximize potential investment returns. We carefully evaluate how to best manage taxation in your portfolio by utilizing tax efficient investment strategies or shelter the investments from taxation when appropriate.

Risk Management

At Purpose Wealth Partners we provide up to date comprehensive and unique risk management tools available in our industry today. One of the most common responses we receive from our clients is "Why hasn't anyone else told me about these strategies before?" The answer is that many firms are not focused on the risk itself; therefore they cannot be truly focused on the solution. We believe that helping you preserve your assets should be the beginning of proper risk management. As the time horizon for achieving your goals gets nearer, we design strategies to help you continue to grow the asset you were able to retain. Inflation can reduce the value of every dollar over time. We pride ourselves in guiding you toward risk management choices designed to help manage different types of risk and make your financial goals reality.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

How many years of experience do you have?

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1859333/wiseradvisor-purpose-wealth-partners-detailed-disclosure.html

Disclaimer

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. OSJ Branch: 12636 High Bluff Drive Suite 100, San Diego, CA 92130. Purpose Wealth Partners and IFG are unaffiliated entities.

25 Years of Experience

CRD# 4257664 Firm CRD# 7717Insurance License# OD18553, 1403116Series: 6, 7, 63, 66

Compliance

Registered Investment AdvisorYes

Registered RepresentativeYes

Investment Advisor RepresentativeYes

Acknowledged fiduciaryYes

Office Hours

Monday8:00 AM - 5:00 PM

Tuesday8:00 AM - 5:00 PM

Wednesday8:00 AM - 5:00 PM

Thursday8:00 AM - 5:00 PM