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
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Here are six flags that may make your tax return prime for an IRS audit.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Don't let procrastination keep you from pursuing your financial dreams and goals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Are you ready for retirement? Here are five words you should consider.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Are Real Estate Investment Trusts right for your portfolio?
Women must be ready to spend, on average, more years in retirement than men.
Around the country, attitudes about retirement are shifting.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.