Jack Arnold, CFP®
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Service type
Responds within a day
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About
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 19 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
13 years in business
Business hours
SunClosedMon9:00 am - 1:00 pm
Payment methods
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Services offered
Service type
Work location
My customers travel to me
I work remotely (phone or internet)
Reviews
Exceptional 5.0
12 reviews
5
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Read reviews that mention:
Skye V.
Nov 1, 2023
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.
Ryan O.
Sep 14, 2021
From Google
Excellent service, they gave us so many great ideas and pointers we eliminated 25% of debt in 1 year and significantly improved retirement and future financial status outlooks, never have been a numbers/budget guy but they made doing so easy and changed the way we look at debt versus living the lifestyle we want
marilyn V.
Dec 18, 2023
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!
Brett V.
May 30, 2023
From Google
David and Jack helped my wife and I to better understand our financial life, priorities and each other. We now have a better understanding not only of how to save for retirement, but also how to live our best life right now. Thank you both!
Craig K.
Nov 28, 2023
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.
Credentials
Background Check
William Arnold