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
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
How do the markets usually react to elections? Was the 2016 election any different?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If you died, what would happen to your email archives, social profiles and online accounts?
Smart investors take the time to separate emotion from fact.