Jack Arnold, CFP®
contact for price
Service type
Responds within a day
Introduction
Is retirement your only financial goal? If you are like most people, the answer is an emphatic "no".
You are making a great income, but you want to make sure you are making the most of your money today and for the future.
You've searched the internet and asked friends or family for advice, but all you get is a lot of conflicting information that isn't tailored to you.
If you are a high-earning couple who wants to get on the same page about what to do with your money, you're in luck! Our goal is to help you squeeze as much benefit out of your hard work and professional success as possible.
I have been a financial advisor for 17 years, and I specialize in helping high-earning couples get on the same financial page. Using a step-by-step process and plain language, I help couples make real progress toward reaching their most important and meaningful financial goals.
Overview
Serves Saint Petersburg, FL
Background checked
2 employees
11 years in business
Business hours
SunClosedMon9:00 am - 1:00 pm
Payment methods
Ask this pro about their preferred payment method.
Reviews
Exceptional 5.0
12 reviews
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Read reviews that mention:
Thumbtack Customer
Dec 19, 2023
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From Google
From Google
We feel so well cared for by these knowledgeable, professional and truly caring financial planners. They are available, interested in what we have to say and go the extra mile to make sure we feel heard. The personal attention and sound advice make all of the difference to us. I highly recommend AVID Planning.
Thumbtack Customer
Jan 23, 2024
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From Google
From Google
Jack and David are extraordinary planners. I have been with them for many years and I am in a wonderful place financially because of their expertise. I highly recommend them to everyone.
Thumbtack Customer
Dec 18, 2023
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From Google
From Google
Super friendly and thorough, thoughtful financial planners. They assisted me and my husband to understand the different ways we view finances and how to establish common goals. And they are just genuinely good people. Highly recommend!
Thumbtack Customer
Nov 28, 2023
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From Google
From Google
I have been with AVID for 17 years. David and Jack are absolutely amazing. I have referred friends and coworkers to them and they are impressed as well. I could not be happier with their services, knowledge, continuous updates, education, meetings and financial guidance. Truly a great team and highly recommend them.
Thumbtack Customer
Nov 1, 2023
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From Google
From Google
David and Jack helped me overcame my anxiety over finances. Thanks to them I was able to gain understanding of not only how to manage my finances but also manage my emotions around money, spending and financial security. They helped me to set realistic goals to achieve. I am very grateful for the team.
Credentials
Background Check
William Arnold