Broker Check
The Cycle of Investing Making Your Tax Bracket Work Raise Your Retirement Income Acres of Diamonds

Thank you for visiting our website.

Many people find that having a trusted Independent advisor can provide financial confidence.   At Beneficent Financial, we believe that the financial planning process, when done correctly, is much more than a series of transactions. It is not just about how you are doing, it is about how we are progressing as partners. It is about building a long term relationship. 

We understand the challenges families face today and we take the time to listen to you.  We work with you to devise a plan and course of action that is right for your unique situation.  From managing debt, to saving for college, to retirement, these personal finance challenges can be overwhelming.  Our commitment, our goal, is to  utilize all of our resources to help you get the results you are looking for.  

We think “outside of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. 

We offer Financial Planning and Wealth Management strategies for clients in the Greater Los Angeles Area and represent clients throughout Pasadena, La Canada, Glendale, Burbank, San Marino, Sierra Madre, Hollywood, San Gabriel Valley and the San Fernando Valley.

For more information, please feel free to contact us any time by calling (626) 795 - 7210, or via email: info@BeneficentFinancial.com 

Helpful Content

Financial Strategies in a Post-DOMA World

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

 

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Social Media: #Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

View all articles arrow

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

View all calculators arrow

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

View all presentations arrow

Rightsizing for Retirement

What does your home really cost?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

View all videos arrow