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

Investment

Mid-Year Financial Checkup

Make Time for a Mid-Year Financial Checkup

There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...

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Getting Married

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Valentines Day A Money Quiz for You and Your Sweetheart

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Investment

So What's My Motivation Here?

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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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Savings

Restore Her Finances

A Single Mom's Plan to Restore Her Finances

The Problem/GoalStarting over is never easy. At 41, with four children to take care of, beginning a new life can put a pinch on anyone’s...

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saving

Low Interest Savings

Savings Options in a Low-Interest Rate Environment

Keeping money in an account whose interest rate hovers below 1% may not hold much appeal in a world where return on investment is king and...

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Estate Planning

Estate Planning for the Middle Class - Part III

Part III: More Estate Planning DocumentsLast month we looked at the first of the basic estate planning documents — the will — and at the...

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Estate Planning

Spousal Lifetime Access Trust

Spousal Lifetime Access Trust: A Useful Estate Planning Tool

"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...

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Estate Planning

Plan for a Sudden Serious Illness or Death in the Family

A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...

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Retirement

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10 Essential Documents for Retirement

When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...

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