We’re a family owned & operated taxation company in frisco
SERVING THE TEXAS AREA SINCE 2005
Ready to properly plan your taxes to lower your tax liability? While we are not accountants, Benold Financial Planning can help you understand and manage your tax situation as part of your overall financial plan. We do this by managing your investments and making retirement saving recommendations based on each client’s unique tax circumstances. Our services also include projecting tax costs and minimizing taxation. Additionally, we strive to educate our clients on how taxes will change from pre to post retirement and about RMDs (required minimum distributions) on tax-deferred accounts.
What we can do for you

Financial Wellness

Debt Repayment

College Planning

Retirement analysis

Investment Management

Employer Benefits

Insurance Analysis
What makes us different
CFP® Professionals
Transparency
Fiduciary
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
817-235-6863
116 W. 8th Street
Georgetown, TX 78626
512-818-1800
