Hugh F. O’Rourke began his insurance and financial career in 1998, following a 15-year stint as a USPTA tennis professional in Florida and graduating from Wichita State University. He utilizes Brookstone Capital Management’s investment advisory platform and brokers A-rated (or better) insurance companies to provide comprehensive investment and retirement planning. His approach to helping protect and enrich his clients’ lives is the same one that he has for his family: Work hard and do what’s right for them.
Marty Kenfield has over 18 years of insurance experience in the health care and financial industries, having worked with New York Life, Professional Financial Specialists Inc., and Fidelis Consultants LLC. At Net Financial, he has been specifically focusing on our clients’ Medicare insurance plans, as we are able to provide a comprehensive array of products with available carriers in Colorado and the surrounding states. A Colorado native, Marty is familiar with the active lifestyle and diverse population our state enjoys. His excellent listening skills, professionalism, and friendly demeanor demonstrate how much he genuinely cares about our clients and their well-being. We are glad to have him on the team!
Net Financial utilizes cutting-edge technology to better understand our clients’ concerns. We structure portfolios by blending strategic and tactical strategies. Brookstone Capital Management’s RAISE 360 Select portfolios provide the individual investor with access to institutional investor resources at a low annual cost. Watch the video for our investment philosophy.
Being concerned about our clients’ overall financial health, we will also address the risk of life events that could ultimately occur. Having the right insurance in place can help keep your financial plan on course.
Great news! Hugh O’Rourke is again certified to help you directly with your Medicare benefits! Health insurance is part of the financial picture as well. Whether you want to review what you currently have or are just starting on your Medicare journey and want to understand your options, Hugh can help you sort it all out. With the annual adjustments and changes, the Medicare program can be confusing and overwhelming. Let us bring clarity to your questions concerning Medicare Supplement plans, Medicare Advantage plans, and Part D (RX) plans. We have a myriad of options, including AARP/UHC, Anthem BCBS, Cigna, Allstate, Aetna, and the list goes on. Hugh is here to help!
Hugh O’Rourke prides himself on maintaining a commitment to ethics and integrity. He is dually licensed as an insurance producer and Investment Advisor Representative (IAR). Under the Securities Act of 1940, IARs are required to act as a fiduciary retirement accounts. We must put your interests above our own and declare any conflicts of interest that may arise. We want you to be confident that the portfolios we construct meet your goals and put your interests above all else.
Disclosure: Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.
Hugh and Robert
Robert Shiller speaking at the Annexus event in New York City in December 2018. Shiller’s CAPE Index is available in the Athene BCA Fixed Indexed Annuity.
A pioneer of value investing, Professor Robert Shiller helped design a systematic way to identify undervalued assets to help investors buy when the price is low and sell when the price is high. Professor Shiller’s Cyclically Adjusted Price to Earnings Ratio (commonly known as the CAPE Ratio) has become a benchmark for finding values among global asset classes.
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