Benold Financial Planning
130 North Preston Road, Prosper, TX 75078
Hours open
Monday:
8:00 AM - 6:00 PM
Tuesday:
8:00 AM - 6:00 PM
Wednesday:
8:00 AM - 6:00 PM
Thursday:
8:00 AM - 6:00 PM
Friday:
8:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Benold Financial Planning is a leading institution located at 130 North Preston Road in Prosper, Texas, United States. Specializing in financial planning for physicians and healthcare professionals, our services include cash flow analysis, retirement planning, investment planning, insurance needs analysis, college education planning, small business planning, and estate plan analysis. With a focus on helping our clients achieve their financial goals, we provide personalized and comprehensive strategies to secure their financial future.
Reviews
"Jordan's advice was super helpful. He helped get my finances and investments in order and I'm grateful for his guidance. I would definitely recommend him to friends and family alike."
"Jordan has been a great resource for financial planning. I have enjoyed working with him."
"Jordan is very responsive and easy to work with. He put together a strategic plan that I can follow with confidence."
"When choosing a Financial Planner on the internet you never know how it will all work out. Frank and I hit it out of the park with Jordan! He very patiently helped us plan for our upcoming retirement - answering questions and alleviating our uncertainty. Thank you Jordan for providing us an easy to follow plan ensuring a smooth transition to our next chapter of life."
"Jordan did a great job of understanding my financial situation and providing targeted advice on how to move forward with savings, investments and retirement planning. He helped me balance short-term vs. longer-term concerns and provide perspective on what I needed to do to achieve my financial goals. He is fee-only, does not sell products, and is invested in your financial success. I highly recommend Jordan."
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