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.

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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

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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

Getting Married

Merging Your Finances

Matrimonial Bliss - Pros and Cons of Merging Your Finances

Congratulations on deciding to tie the knot and making it official by getting married! Before you happily embark on your wedding preparation...

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College

graduates and parents

A Guide for Graduates and Their Parents

Have a child graduating from high school or college soon? Go ahead, pat yourself and your youngster on the back for a job well done. But with...

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College

college children

Money Matters for College Bound Children

How can you prepare and guide your children with their money management responsibilities before they leave for college and pursue their...

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Divorce

Finances in Divorce

Sometimes It Doesn't Work Out - Finances in Divorce

It was marital bliss then life happened. Now you are getting a divorce! It is a stressful and emotional time and there are important decisions...

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Retirement

But What If You Can’t Work?

I first met with Steven and Janice (names changed) a few years ago. They had always saved somewhere around 5% of their salary, but at times...

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Retirement

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Planning Your Retirement Journey

Imagine packing up your car for a trip, backing out of the driveway and you realize you have no gas or destination. Of course this would never...

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Savings

Paycheck to Paycheck

How to Break the Paycheck-to-Paycheck Treadmill

Are you living paycheck to paycheck? Do you have your fingers crossed that you can dodge yet another month without a financial crisis that...

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Savings

The Real Cost of Paper US Savings Bonds

Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...

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Investment

Ignore Relatives

This Holiday Season, Ignore the Relatives

'Tis the season to gather and celebrate with friends and family. Each year, old traditions are remembered and new traditions are made. We...

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Investment

This Valentine's Day Get Rid of Loser Money Habits

Last year’s Valentine’s Day blog was about how to not break the ba...

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