Jordan Benold, CFP®, MBA Benold Financial Planning

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About Jordan Benold, CFP®, MBA

My name is Jordan Benold, and I am a Certified Financial Planner™ at Benold Financial Planning.

I have a passion for financial planning and guiding people through the thicket of financial jargon, rules and regulations to help them achieve financial independence. I want my clients to feel confident and safe that they are making the correct decisions for their personal situation.

I aide pre-retirement professionals through the following topics:

✅ Investment Management
✅ Risk (Insurance) Analysis
✅ Retirement Planning
✅ Tax Planning
✅ College Education Planning
✅ Estate Planning

However, as a fiduciary fee-only financial planner, I do not engage in the below:

❌ Commissions
❌ Sales
❌ Products

Please reach out to me if you have any questions or would like to schedule a free consultation.

🔘 817-235-6863
🔘 wbeqna@orabyqsc.pbz
🔘 https://calendly.com/jordanbfp/

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Ideal Clients

  • Debt Management
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $149+/hr
  • Assets Under Management: 0.05%

SEC Records

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