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

Planning Specialties

Retirement Planning Investment Management Insurance Optimization Tax Planning Estate Planning College Education Planning Debt Management

Additional 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 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 ?? ??

NAPFA Start Date

July 01, 2021


This Office

130 N Preston Rd Prosper, TX 75078-9808 Phone: (817) 235-6863