Jordan Benold, CFP®, MBA Benold Financial Planning
- 130 N. Preston Road, Prosper, TX 75078
- (817) 235-6863
- http://www.benoldfp.com/
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/
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
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
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
