Fiduciary advisors in Prosper, TX

Prosper, Texas

Benold Financial Planning is a fee-only advisory firm in Prosper, Texas founded in 2005, staffed by two CFP® professionals including founder Dr. Stephen Benold and advisor Jordan Benold, MBA, CFP®. The firm provides financial planning and investment management services covering cash flow analysis, debt management, retirement planning, tax planning, insurance optimization, and estate planning. Operating as a fiduciary without commissions, the firm follows a structured six-phase planning process beginning with an initial consultation and progressing through data gathering, plan creation, proposal, implementation, and ongoing monitoring.

Prosper, Texas

Provision Retirement is a financial advisory firm in Prosper, Texas, led by David McEntire (RICP®, NSSA®, Series 65 fiduciary), offering financial planning and investment management with a focus on retirement income strategy. The firm employs a four-step planning process centered on understanding client goals, designing comprehensive retirement strategies that address investments and tax planning, and providing ongoing adjustments. The advisory team includes credentialed professionals such as CFP® holders and tax specialists who collaborate on customized plans addressing income replacement, Social Security optimization, Medicare planning, and estate considerations.