We’re a family owned and operated Financial Planning Consultant Frisco
SERVING THE TEXAS AREA SINCE 2005
Everyone knows planning for the future is important. But for many people, getting started on their personal financial planning is a difficult process. We help you turn planning angst into confidence by establishing goals. Here at Benold Financial Planning, we will lay out a clear and strategic path to help fulfill your hopes and dreams. Contact us to ensure your family is at the center of your future financial plans.
What we can do for you
Create & maintain a cash flow positive budget.
Paying off debt quicker to relieve stress & free up savings.
Empty your nest, not your bank account.
Do you know how much you need to retire? We do!
Analyze & maintain the wealth of all your assets.
Harness the full potential of your benefits.
Finding the best options for your needs.
What makes us different
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.
We tell you the whole truth. Every recommendation, decision, and action made on your behalf is justifiable, transparent and rooted in sound financial logic.
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.
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 »
Our 2 Texas locations
130 N. Preston Road
Prosper, TX 75078
116 W. 8th Street
Georgetown, TX 78626