Jordan Benold, CFP<sup>®</sup>

Jordan Benold, CFP^®

Jordan Benold, CFP<sup>®</sup> - Financial Advisor

Jordan Benold, CFP^®

Financial Planner

11200 Seguin Drive
Frisco, TX 75035

FINANCIAL ADVISOR'S WEBSITE

www.BenoldFp.com

(817) 235-6863 CONNECT WITH Jordan

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We offer 3 different compensation methods: 1. We charge 0.5% assets under management fee. 2. We charge $150 per hour for a specific project or ask. 3. We charge $2,000 for a comprehensive financial plan.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Jordan Benold is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Frisco, TX and the surrounding communities.

Financial Advisor Overview

We are a family owned and operated financial planning firm helping families with their financial questions. We are easy to access as you will always be speaking to the owner of the firm and not an employee or admin.

More

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Getting Married, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Tangible Assets, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We offer 3 different compensation methods: 1. We charge 0.5% assets under management fee. 2. We charge $150 per hour for a specific project or ask. 3. We charge $2,000 for a comprehensive financial plan.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

Helpful Financial Planning Resources

Retirement

your 50s and 60s

The Home Stretch - Your 50s and 60s

Try to boost your retirement savings goal up to 20 percent or more of your income. Workers age 50 and over can invest extra dollars into their...

Read More >

Investment

under 40 worker

Avoid Retirement Fail Strategies for the Under 40 Worker

It’s tough being a younger worker in this economy. Whether you are facing an entry level salary in your first job out of college or are a...

Read More >

Starting a New Job

Planning a Post-retirement Move Back to the Workplace

There once was a time when retirement meant leaving the workforce for good.But an April 2006 survey by Zogby International and the MetLife...

Read More >

Divorce

Baby Boomer Divroce

The Perfect Storm Divorcing Baby Boomers

As Baby Boomers approach the last hurdle before the magic retirement age of 65, it is becoming increasingly newsworthy that growing legions of...

Read More >

Saving on Taxes

Common Tax Filing Mistakes

Avoid Common Tax Filing Mistakes

As with time-honored tax-saving strategies, there are common tax-filing mistakes that seem to snag taxpayers year in and year out, regardless...

Read More >

Investment

The Hunt for a Better Bank Account

The recent rise in banks looking to make up for lost revenue caused by tightening credit regulations and a seemingly never ending low rate...

Read More >

Serving in the Military

military return

Returning Military Financial Re-entry to Everyday Life

It's never too early for military personnel and their families to start talking about the right financial steps to make when returning home.One...

Read More >

Savings

Party on a Budget

How to Throw a Fabulous Holiday Party on a Budget

I love to entertain, especially during the holidays while my Christmas tree is up and the house is warm and inviting. However, hosting parties...

Read More >

Retirement

social security

Social Security Benefits — Do Your Homework

As you near retirement, it is important to have a clear picture of how your Social Security benefits will fit into your overall income in...

Read More >

Retirement

Fearful of Wall Street and Not Saving for Retirement

Generation Y investors are the most conservative generation of investors since the great depression, despite their long-term time horizon,...

Read More >