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We’re a family owned & operated best Investment Company Plano

SERVING THE TEXAS AREA SINCE 2005

A well-crafted investment management strategy is centered on you. This is why we always begin by having our clients fill out a risk tolerance assessment. Once we understand each client’s needs and tolerance for risk, we can guide their investments in a way that reflects their specific situation and needs. When striving to accomplish desired objectives, we work closely with you to create and manage a well-diversified investment portfolio, closely monitor its performance and re-balance or reallocate funds when necessary.

What we can do for you

FINANCIAL WELLNESS

Financial Wellness

Create & maintain a cash flow positive budget.
DEBT REPAYMENT

Debt Repayment

Paying off debt quicker to relieve stress & free up savings.
COLLEGE PLANNING

College Planning

Empty your nest, not your bank account.
RETIREMENT ANALYSIS

Retirement analysis

Do you know how much you need to retire? We do!
INVESTMENT MANAGEMENT

Investment Management

Analyze & maintain the wealth of all your assets.
EMPLOYER BENEFITS

Employer Benefits

Harness the full potential of your benefits.
INSURANCE ANALYSIS

Insurance Analysis

Finding the best options for your needs.

What makes us different

CFP® Professionals

Both of our advisors have earned a highly respected professional designation in our industry: CFP® (CERTIFIED FINANCIAL PLANNER™). With this comes the knowledge that our advice is always in your best interest.

Transparency

We tell you the whole truth. Every recommendation, decision, and action made on your behalf is justifiable, transparent and rooted in sound financial logic.

Fiduciary

We work for you! We strive to meet your each and every need, motivated by the belief that your success is equally ours. We've been helping families achieve financial security since 2005.

benold financial planning

We specialize in Cash Flow Analysis, Retirement Planning, Investment Planning, Insurance Needs Analysis, College Education Planning, Small Business Planning and Estate Plan Analysis. View all services »

info@benoldfp.com

Our 2 Texas locations

130 N. Preston Road
Prosper, TX 75078
817-235-6863

116 W. 8th Street
Georgetown, TX 78626
512-818-1800

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