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We’re a family owned and operated debt management company in plano

SERVING THE TEXAS AREA SINCE 2005

Are you ready to take control of your debt? We’ll do a comprehensive review of all outstanding debt (from credit cards to mortgage) and determine areas for improvement. Next, we’ll implement a plan for improving debt management and reducing overall debt. By comparing debt payments and interest rates to investment returns, we develop a holistic debt management strategy for your specific situation.

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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