When can you retire?  That is the most important question!

At Benold Financial Planning, we evaluate your retirement needs based on where you are today and where you want to be in the future.  We utilize state-of-the-art software to forecast retirement costs and develop a plan that optimizes your likelihood of enjoying your retirement years.

We analyze your pre and post-retirement expenses to ensure the plan can cover everything you will encounter.  The plan includes capitalizing on various retirement accounts and strategies to maximize social security benefits.  Other services include the evaluation of employer-sponsored plans and tax-deferred accounts.  Some of these retirement accounts include:

  • Traditional IRA
  • Roth IRA
  • 401(k)
  • 403(b)
  • 457(b)
  • SEP
  • Health Savings Account

retirement sitting on beach

We want you to live the best life ever by realizing your hopes and dreams.  To accomplish your goals, formulating and following through with your plan will help to safeguard your future.

Financial Planning Process

1. Schedule Consultation

The process begins with establishing a relationship between the client and Benold Financial Planning, with an informal initial consultation. Your financial planner will explain their financial planning services.

2. Plan Creation

You've gathered the relevant information, now it's time to analyze it and create a financial plan. The plan will include specific action points for your personal goals such as cash flow analysis. income tax planning,

3. Implementation

With a plan in hand, both parties will carry out the recommendations thereby putting the plan into action. Various items may be carried out at varying time frames.