Jordan Benold (BBA, CFP®, MBA)

Jordan Benold focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
Planning Specialties
Retirement Planning Investment Management Insurance Optimization Tax Planning Estate Planning College Education Planning Debt ManagementAdditional Information
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 PlanningHowever, as a fiduciary fee-only financial planner, I do not engage in the below:
? Commissions ? Sales ? ProductsPlease reach out to me if you have any questions or would like to schedule a free consultation.
?? 817-235-6863 ?? jordan@benoldfp.com ?? https://calendly.com/jordanbfp/NAPFA Start Date
July 01, 2021